Sync

Connect the book to Xero or QuickBooks Online

1. Choose the unit under Unit, if you read more than one book.
2. Press Connect Xero, or Connect QuickBooks Online.
3. Sign in there, and allow ORG-APP to post.
4. If your Xero sign-in reaches several organizations, choose one under The organization this book posts to.
5. Press Post to this organization.

Then: The page shows the connection, Paused, with its organization. Nothing is posted yet: map the accounts and choose the first day, then start posting.

Who: The organization's Owner, or a Finance officer of this unit or a unit above it who holds Record money here. Not an Admin, nor a treasurer in a custom role: sending the book to another company is the Owner's call or the finance office's.

Map the accounts, choose the first day, and start

1. Under Accounts, choose beside each account the one its lines post to there; those this book uses come first.
2. Press Save the mapping.
3. Under First day, give the day in Post entries dated on or after.
4. Press Save.
5. Press Start posting.

Then: Each entry dated on or after the first day is posted once, with the lines the Journal's For QuickBooks download carries: date, account, debit, credit and description, with who it was with added to the description. At most 60 go as you start, and then 60 an hour; press Post now to send what is new without waiting.

Rather not? Press Pause posting: nothing more goes until you start it again.

The Phnom Penh center keeps its book here and its accountant works in Xero. Its Finance officer, Sokha, connects Xero and maps every account the book uses, among them 6100 Rent & premises to Rent and the bank to a clearing account the accountant set up in Xero, and presses Save the mapping. Sokha gives October 1 as the first day, presses Save, then Start posting: October's entries go to Xero, and new ones follow.

See what went and what waits, and try again

1. Read the line under the connection: how many posted, waiting, needing you and failed.
2. Look under Waiting or failed: each entry says why.
3. Put right what it says: map the account, or open the account or the period there.
4. Press Try again beside a failed entry, or Try every failed one again.

Then: It is tried again from its first attempt. What went lately is listed under Posted lately.

If it says Connect again, or to disconnect

1. If the badge says Connect again, press the button that connects it again, and sign in.
2. To stop posting for good, open Disconnect and the provider's name, at the foot of the page.
3. Press Disconnect.

Then: Connected again, what waits goes, and nothing is posted twice. Disconnected, nothing more is posted, at once; what was posted stays there, the old connection is listed under Before, and connecting the same organization again never posts an entry twice: it comes back paused, with its old mapping and first day, until you press Start posting.