Achieving financial clarity is a priority for businesses, and FF Inventory simplifies this process by seamlessly integrating with Xero or QuickBooks. Here's a step-by-step guide on how to view your Chart of Accounts in FF Inventory:
Access Finance Settings:
Navigate to "Settings": Begin by clicking on the "Settings" option in the navigation menu within FF Inventory.
Select "Finance": Within the Settings menu, choose the "Finance" option to access financial settings.
Chart of Accounts Section:
Go to "Chart of Accounts": Locate and click on the "Chart of Accounts" option within the Finance settings.
Imported Accounts Display:
Automatic Import: Your Chart of Accounts from your connected Xero or QuickBooks account will be automatically imported into FF Inventory.
View Imported Accounts: All the imported accounts will be displayed in this section, providing an overview of your financial structure.
Check Imported Accounts:
Verification: Ensure that the imported accounts match those in your Xero or QuickBooks account and whether they are active or not. The synchronization ensures accuracy in financial data.
Troubleshooting: If, for any reason, the accounts are not loaded, even with a connected Xero or QuickBooks account, you can click the "Load" button to manually import them.
By following these straightforward steps, you can effortlessly view your Chart of Accounts in FF Inventory. This integration streamlines financial management, allowing you to access crucial financial data directly within FF Inventory. Gain insights into your financial structure and ensure consistency between your accounting software and FF Inventory for comprehensive financial control.