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Company Settings

Last Update 3 maanden geleden

Change the Sync Date in Debits How to Sync Transactions Missing Specific Fields in Debits Add Notes to the Client Dashboard Exclude Accounts from the Category List Change the Accounts that Sync with Debits

Change the Accounts that Sync with Debits

Debits

Last Update 3 maanden geleden

Choose which accounts you want to sync for each client (e.g., Uncategorized Expense, Uncategorized Income, Uncategorized Asset, Ask My Accountant, Ask Client, Suspense, etc.). Transactions will sync into Debits automatically going forward.

Log in to Debits and navigate to Companies

Click on the Settings icon of the company you wish to change

Select the accounts you wish to sync with Debits

Click on Save

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