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Linking Users to Accounting Accounts

Updated yesterday

To ensure smooth exporting, each user must be linked to an account in your accounting software.

  1. Go to Settings in your Accounting Export tab.

  2. Under Default Accounts, select your Cash Account.

  3. During setup, you can either:

  • Link or create one cash account for all team members, or

  • Create separate cash accounts for each member manually.

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