Please read the overview article before completing these steps: KashFlow: Overview
Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are set up correctly. If they are not set up correctly, click here to rectify the problem.
Adding nominal codes (If the code does not exist in Commusoft):
First, go to your system settings, from the 'General Settings' section, select 'Nominal Accounts'.
Use the dropdown and select what type of account you are adding, then a short description (i.e Natwest bank), and select the relevant code in the third-party accounting code dropdown. (Open the account in Kashflow, then look in the URL to find the code).
Click 'Add nominal account'.
Linking nominal codes (If the code does exist in Commusoft):
First, go to your system settings, from the 'General Settings' section, select 'Nominal Accounts'.
Click 'Edit' next to the account you want to link.
Select the relevant code in the third-party accounting code dropdown. (Open the account in Kashflow, then look in the URL to find the code).
Click 'Save nominal account'.
Repeat this process for each nominal account you want to add/link
Go back to: KashFlow: Set up accounting integration