User Roles Admin✗Staff contributor ✗External contributor ✗Pulse user 

This article explains how to connect Silverfin with Horus to synchronise bookkeeping data at firm level. Once the connection is established, any changes made in Horus will sync with Silverfin.

To establish the synchronisation with Horus at firm level, follow these steps:

  1. Click Syncs in the left panel, under Firm configuration.
  2. Click the Add new sync button and choose Bookkeeping sync.
  3. From the drop-down menu, choose Connect to Horus and click Connect. Provide a name for your synchronisation.
  4. You will be redirected to the accounting software login page.
  • If the login page of Horus does not open, it may be because you are already logged in.
  • Only users with admin rights can set up synchronisation at firm level.

Once the synchronisation exists at firm level, it can be linked to a client file. See How do I set up synchronisation with Horus in a client file?