When does data sync with Xero/QuickBooks occur? Is it manual, automatic, upon login, or in real-time?
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Last modified 7/29/2020 4:12:32 AM EST |
Added by TaxBandits Team
The data sync is a manual process. It only occurs when you connect to Xero or QuickBooks via TaxBandits and click on 'Allow access’ after choosing an organization.
The data sync begins as back-end processing (through the Application Programming Interface) once you have chosen the Import option. After that, it only takes a few seconds to autofill the respective fields in TaxBandits. No changes need to be made in your settings for the data sync to occur.
Keep in mind that this is a one-way process; the information updated in TaxBandits will not sync to your Xero or QuickBooks account.