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Saving Accounting Package Settings and Refreshing Chart of Accounts
When you make changes in Accounts Integration page such as selecting new account income codes, it is important to click Save Accounting Settings.
On the other hand, if you made changes in your accounting package such as creating a new set of account income codes, you must click Refresh Chart of Accounts in Accounts Integration page and that will help push across the changes to be made available for selection.
Importing Customer
When you connect your accounting package for the first time, it will ask if you want to import your customers from your accounting package into Ascora. You have the option to click Not Right Now so you can import at a later time.
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