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Showing articles from accounting tag

Forcing a manual sync

When transactions have not synced to your accounting system, the best way to make sure these transactions sync is to perform a manual sync of your accounting system. To do this, click on the accounting icon in the top right corner of the screen. _Click on image to enlarge_ ![][1] A pop up will appear asking for you…

How to allocate product groups into specific accounts within your accounting package

This great feature allows you to set-up a product group and set a specific general ledger account for that group. This way you can choose which GL account a product goes into when sold. **Please note:** Changes here will override the setting you have created in the Account Integration Settings page.

Why has an invoice/payment not synced to your accounting system

_This article covers the steps you should take when you discover an invoice or payment _hasn't_ synced over to the accounting software you have integrated with Workshop Software._ 1. Force a manual sync from Workshop Software and wait for 1 hour. A manual sync will find all transactions that have been processed in W…

How to integrate Workshop Software and Xero

* Click on ‘Integrations’ from the list of options on the left hand side of the screen, then click on 'Accounting Integrations', then click on ‘Xero’. _Click on image to enlarge_ ![][1] * Click on green Authorize button at the right hand side, this will allow Workshop Software access to your Xero account. _Cli…

Xero Sync Error Code - The TaxType code does not exist or cannot be used for this type of transaction

_Click on image to enlarge_ ![][1] If you get the above error, you are using the wrong tax code. This could either be in Xero, or Workshop Software. In the case of the screenshot above, it is an account in Xero (account "200") that needs to be fixed. **Workshop Software:** To resolve the issue in Workshop Software…

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