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How to set up link to accounts
Author: Reference Number: AA-00210 Views: 6388 Created: 25-08-2010 07:00 pm Last Updated: 21-10-2010 05:35 pm 0 Rating/ Voters


Issue/Requirement: 

Would like Synergist to link to accounts system.

Symptoms: 

Export to accounts may have stopped working since re-installing or upgrading your accounts package, or moving to another computer.

Solution: 

In Tools & Settings, open Company Settings and open up the relevant company. Go to the accounts tab and select the relevant accounts package from the drop down (see below).


Click on the details button to the right. Browse to the relevant folders, and enter a user name and password that Synergist can use to log in to Sage (you may wish to create a separate account for this purpose):





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