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. ...
Fri, 15 Dec, 2023 at 5:18 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/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