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Setting Up Recurring Syncs to Automate Your Accounting Integration

April 24, 2025

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

Settings page showing options for managing recurring syncs, with buttons for adding active syncs and viewing inactive syncs.

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

Dropdown menu for selecting transaction types, showing options: All Transactions, Banking, Card, Accounts Payable, and Reimbursement.

A window for "Create recurring sync" with transaction types, recurrence options, and an option to go back and create the recurring sync.