Change Accounts Syncing to Debits.com

Go to the Companies section #

• From your main dashboard or navigation menu, locate and click on “Companies”.
• This will open the area where you manage your company records and any related integrations or settings.

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Open the Settings for Companies #

• Once you’re in the Companies section, look for a “Settings” button or tab (often found in the top-right corner or in a side menu).
• Click “Settings” to access configuration options related to company data and integrations.

Choose which accounts to sync #

• In Settings, find the option labeled “Choose which accounts to sync”, “Account Sync”, or similar.
• Click this option to see a list of available external accounts or services (for example, accounting systems, CRMs, or other connected platforms).

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Select the accounts you want to sync #

• You’ll now see a list of accounts that can be synchronized.
• Click on each desired account to enable syncing. This may be done via:
  • A checkbox next to each account name, or
  • A toggle switch you can turn on or off.
• Make sure only the accounts you want to sync are selected.

Save your changes #

• After selecting the appropriate accounts, scroll down (if needed) and click “Save”
• The system will apply your preferences and begin syncing data with the accounts you selected, according to your integration’s rules and schedule.