When does data sync with Xero/QuickBooks occur? Is it manual, automatic, upon login, or in real-time?
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Last modified 12/30/2021 1:09:09 AM EST |
Added by TaxBandits Team
For Xero, login via TaxBandits and choose an organisation, then click 'Allow access'. All fields will be filled in automatically.
For QuickBooks, Users have to manually map the values to the corresponding fields.
Keep in mind that this is a one-way process; the information updated in TaxBandits will not sync to your Xero or QuickBooks account.