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This article explains how to connect Silverfin with QuickBooks in an existing file. Once the connection is established, any changes made in QuickBoons will automatically sync with Silverfin.

To establish a connection with QuickBooks in an existing file, follow the below steps:

  1. Go to the file and click on the ' Edit client' button.
  2. Click on the 'Sync' tab.
  3. Click 'Set up Sync'.
  4. Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
  5. Choose QuickBooks from the list of available synchronisations.
  6. When you click 'Save changes' you will be redirected to the accounting software login page. You need to log in with the credentials of the 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.