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This article explains how to set up synchronisation with QuickBooks sync during the creation of a new client file in Silverfin. Once the connection is established, any changes made in QuickBooks will automatically sync with Silverfin.

Steps to Set Up QuickBooks Sync During Client File Creation

To establish a connection with Xero, it’s recommended to add the Xero sync when creating a new client file using the ‘Add New Client’ wizard.

1. Answer 'Directly from the bookkeeping system' to the question, 'Where do you want to fetch the data from?'
2. Select QuickBooks from the drop-down menu.
3. Click Save and Continue. You will be redirected to the accounting software's login page.
4. Log in using the credentials of a user who has access to the file you wish to sync.

Accounting Method

During the QuickBooks synchronisation setup, you’ll need to choose an accounting method.

• By default, Silverfin will follow the accounting method set in QuickBooks (under Account and Settings > Advanced).
• You may override the accounting method to either Cash or Accrual by selecting the desired method in the dropdown box.

Permissions for Creating Client Files

• New client files can be created by admin users or internal users with the necessary permissions. 
• Admin users must grant these permissions in the user settings.