Getting started

• Why Sync to Accounting
• Connecting with QuickBooks Online - Step 1
• Connecting and authorizing PayPal - Step 2

Settings

• Assigning default accounts - Step 3
• Setting financial (assets) accounts - Step 4
• Setting your time zone
• Setting processing mode
• Setting recording mode

Subscription and history

• How your subscription works
• Billing and historical data

UI overview

• Main view
• Transaction table
• Searching & Filtering
• Transaction types
• Dashboard: Key Metrics and Analysis

Operation

• Syncing with PayPal
• Submitting individual transactions
• Automation of recording to accounting

Recording transactions

• Recording sales transactions
• Recording refunds
• Recording payment transactions
• Excluded transactions (Others)

Batching transactions

• About processing modes
• How batching works

Multi-currency conversion

• Multi-currency requirements
• Processing multi-currency sales
• Processing multi-currency payments
• Processing multi-currency refunds

Vendor/payee mapping

• Vendor mapping
• Accounts mapping