System Settings
Your details, how Sync behaves, and getting records in and out.
Business Profile
Your business details.
Application Preferences
How Sync looks and behaves, and where your exports usually go.
Contact Center
Everyone this business deals with, in one place: subcontractors, suppliers, customers, your accountant. Sync uses it to fill in a W-9 request, and to give you a text or an email that is already written.
Import Center
Bring in a client's records from a file. You check every record before anything reaches the books.
Drag & drop ZIP or click to select
A ZIP with the .OFX or .QBO files and a Media folder
Import Your Clients
Bring in your whole client list, or a client's chart of accounts, from a CSV file.
Drag & Drop List or click to select
CSV Only Please
Drag & Drop COA or click to select
CSV Only Please
Security & Credentials
The email address you sign in with, and a link to reset your password.
Download Every Client's Records
Every client's records in every ledger, packed into one archive with their documents. It takes a few minutes, and it appears in the Information Center when it is ready. Nothing is emailed, and it stays available for three days.
Download Your Records
Your receipts, invoices, quotes, utility bills, mileage and tax forms, from the first one to today, packed into one archive with their documents. Packing takes a few minutes. When it's ready it waits in the Information Center for three days. Nothing is emailed, so only you can download it.
Common Locations
Places you drive to often. When you log a trip, pick the place instead of typing the address.
Connected Books
Send your paperwork straight to your bookkeeper, or accept a contractor's invitation. Documents arrive in their books within a minute. Either side can disconnect at any time, and nothing already delivered is taken back.
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Account Coverage
Optional and read only. Connect a bank or card account and Sync shows which charges still have no receipt behind it. It cannot move money, and balancing the books stays in your accounting software.
Sign Out
Sign out of Sync on this device. If something hasn't finished saving, Sync tells you first.
