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This article explains how to connect a Silverfin client file to WinbooksOnWeb to synchronise bookkeeping data. Once the connection is established, any changes made in WinbooksOnWeb will sync with Silverfin.
The synchronisation must already exist at firm level. To set it up there first, see How to set up synchronisation with WinbooksOnWeb at firm level?
Table of contents
How to set up synchronisation with WinbooksOnWeb in a file?
To link an existing WinbooksOnWeb synchronisation to a client file, follow these steps:
- On the client file overview page, click the client file name at the top of the left panel and choose Edit Client.
- Click the Sync tab.
- Click Set up Sync.
- Choose one of the provided synchronisation scenarios.
- If you choose the first scenario, you will be prompted to set the sync start date.
- Choose WinbooksOnWeb from the list of available synchronisations and choose a sync reference. The sync reference is the company code in WinbooksOnWeb. See How to find a synchronisation reference in WinbooksOnWeb?
- Save changes.
Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows on the top right.