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. ...
Tue, 27 Aug, 2024 at 12:59 PM
API General Settings- Importing Financials
Click here to redirect
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, please follow the process: 1. Click "Fina...
Tue, 24 Oct, 2023 at 12:42 PM
How to refresh financials?
You can easily make changes in the source accounting system and then refresh. Go to "Financials" and then click the "refresh" icon t...
Wed, 19 Feb, 2025 at 1:26 PM