Step by step: Validate new setup
1. Go to Settings & Admin
Click Company under Settings & Admin in the menu on the left.
2. Find the company
Use the search field or scroll through the list to find the company you want to validate.
Click the pencil icon in the Actions column on the far right.
3. Open connection setup
Under Accounting system, click Change credentials.
4. Validate new setup
Depending on the accounting system, you must validate with one of the following:
User key (token)
Username and password
💡 Note: Some systems also require fields such as Entity code. Make sure you have the correct information before validating.
5. Click “Validate”
Once you have entered the correct information, click Validate.
6. Save company setup
Finally, click Save at the bottom of the window to complete the editing and save the new setup.
