Setting Up Recurring Syncs to Automate Your Accounting Integration

Managing financial transactions can be time-consuming, especially when it comes to keeping your accounting software up-to-date with settled transactions. Recurring Syncs streamline this process by automatically synchronizing transactions based on the rules you define. This ensures your records are accurate and saves you valuable time.

Recurring Syncs are automated rules that regularly synchronize your settled transactions with your integrated accounting software. By setting specific parameters, you control which transactions are synced and how often the synchronization occurs. 

How to Create Recurring Syncs

  1. Log in to your Rho Account 
  2. Go to the Accounting section 
  3. Click on Settings within the Accounting section.
  4. Choose Recurring Syncs from the list of options.
  5. Click Add Sync to add a new Active Sync

A new screen will open where you will be able to create and define your recurring sync. Here, you will be able to select the desired transaction types to be synced recurrently as well as the rules for recurring sync. 

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Rho is a fintech company, not a bank. Checking and card services provided by Webster Bank, N.A., member FDIC; savings account services provided by American Deposit Management Co. and its partner banks.