Integration (API) General Settings

Settings - Import
"Import" in order to auto-produce company, trust, partnership & Individual tax returns, special purpose financial reports and working papers. ...
Thu, 11 Nov, 2021 at 10:44 AM
API General Settings- Importing Financials
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Thu, 11 Nov, 2021 at 10:41 AM
Removing Imported Financials
1. Select Financials 2. Click garbage icon - 3. Select "Financial Year"  and choose the year that you want to remove/delete. Then, press &...
Thu, 11 Nov, 2021 at 10:26 AM
Manage Connection: How to remove accounting software
In this example, the user has an existing financial connection from Quickbooks -  To remove financials: 1. Select client's "Settings" the...
Thu, 11 Nov, 2021 at 12:21 PM
How to refresh/re-import financials
You can easily make changes in the source accounting system and then re-import/refresh.
Tue, 13 Jul, 2021 at 9:54 AM