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When you connect your accounting package for the first time, it asks you to log in as well as click "Allow Permission" which essentially allows Ascora to connect and sync with your accounting package.
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Your Customers in Ascora will only sync with your accounting package once they become paying customers. This means that unless an invoice is already created in Ascora, you cannot see your customer in your accounting package yet.
Note: When you connect your accounting package for the first time, you will be given an option to import your customer or do it at a later time.
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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 selectionmade in your accounting package to Ascora.
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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