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Confirm Basic Settings

Make sure that Basic Settings are filled out

After connecting your accounting software, the next step is to fill out your Basic Settings. In many cases we can automatically complete these settings for you from details in your accounting software, but you'll want to review them and complete any missing fields. Head over to the Basic Settings area under Settings to make sure.


Next, click Basic.

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Here, you'll be presented with a short form to fill out. This data should have come over from your accounting system. On the off chance you didn't have it filled out there, or you want to make any changes, simply fill it out here and click Save.

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Next, you'll want to confirm that your Company Settings are also populated from your accounting system.