Keeping your financial data synced between Plugbooks and your bookkeeping software, like Xero or QuickBooks, is essential for accurate accounting. If your bookkeeping connection gets disrupted, Reconnect Bookkeeping Software is a straightforward process.
Follow this step-by-step guide to restore the connection between Plugbooks and your bookkeeping software:
Step 1: Log In to Your Plugbooks Account
Start by logging into your Plugbooks account with your credentials. Make sure you have the required permissions to modify store and bookkeeping settings.
Step 2: Select the Store You Want to Reconnect
Once logged in, navigate to the dashboard and select the store associated with the bookkeeping software you want to reconnect.
Step 3: Access the Settings Menu
After selecting your store, go to the Settings menu on the left-hand sidebar of your Plugbooks dashboard.
Step 4: Navigate to the Sales Channel Info
Within the Settings menu, open the Store sub-menu. Here, you will first see the Sales Channel Info section. Scroll past this section until you reach the Bookkeeping section.
Step 5: Reconnect Your Bookkeeping Software
In the Bookkeeping section, you will find a Reconnect button next to the bookkeeping software (e.g., Xero or QuickBooks). Click on this button to begin the reconnection process.
Step 6: Authorize the Bookkeeping Software
Clicking Reconnect will trigger Plugbooks to request authorization from your bookkeeping software. Follow the prompts to log into your Xero or QuickBooks account and grant Plugbooks access.
Step 7: Confirmation of Reconnection
Once the authorization process is complete, you will receive a confirmation that your bookkeeping software has been successfully reconnected. Your financial data will now resume syncing automatically with Plugbooks.
By following these steps, you can quickly and efficiently reconnect bookkeeping to Plugbooks, ensuring your financial records remain accurate and up-to-date.
For further assistance or questions, feel free to contact Plugbooks support.