Accounting Gateways

Setting up Accounting Gateways

1. Go to Settings.
2. Select Accounting Gateways.
3. Click Add Accounting Gateway.
4. Choose the accounting provider.
5. Enter the required connection details.
6. Add any authorization or OAuth information.
7. Confirm the gateway status is active.
8. Click Save.
9. Verify the new accounting gateway appears in the list.

This is typically completed during the onboarding process and only needs a one time setup.