When does data sync with Xero/QuickBooks occur? Is it manual, automatic, upon login, or in real-time?
143 views | Last modified 1/24/2023 4:32:54 AM EST | Added by TaxBandits Team

For QuickBooks, users have to manually map the values to the corresponding fields. 

For Xero, TaxBandits will automatically import the amount details.

Please note that this is a one-way process; the information updated in TaxBandits will not sync to your Xero or QuickBooks account. Also, make sure all the values are mapped correctly before transmitting the forms to the IRS.

 

 

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