Understand accounting integration operations

Accounting provider setup and individual sync operations are separate. Review the provider and current connection before relying on a customer, invoice or payment sync.

Steps

1. Open Settings and the available accounting area.
2. Review the selected provider and its current connection status.
3. Use the available customer, invoice or payment sync action only for the record or operation you intend to process.
4. Review the returned status, any recorded error and the source record before retrying.

Important

Sync results depend on the connected provider and its data. Do not manually change a ScapeOne record merely to make a sync status appear successful.

Sync one record deliberately

Use the available customer, invoice or payment sync action on the record you intend to process. Confirm its current accounting status and any returned result before retrying, especially where the provider already has a matching record.

Keep accounting decisions separate

A connection does not replace your accounting review. Do not change an invoice, payment or customer merely to force a sync result; resolve the displayed mismatch or error through the appropriate ScapeOne and accounting process.