Accounting integration notifications

When a record fails to import with your accounting package, you will receive an email to inform you. You can add or remove emails as needed.


Please note:

  • The main company email at the time of setting up the integration is used as a default and will not show in the list.

Add a new email address to notifications

  1. Profile icon > Integrations > Accounting packages > View dashboard > Notifications

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  2. Add new notification contact > Enter email address > Add notification contact

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Remove an existing email address from notifications

  1. Profile icon > Integrations > Accounting packages > View dashboard > Notifications

  2. Delete next to the email to remove > Type DELETE to confirm > Delete