After you’ve set up your Rho integration with your accounting software, you’ll be ready to sync transactions.
Here's a video overview of how to sync single or multiple transactions:
Step-by-Step: Single or Multi-transaction Sync
- Log into and click the Integrations tab in the navigation bar
- In the Accounting Dashboard, you'll see all settled transactions
- Navigate to the tab of transaction(s) you want to sync -- Banking, Card, Accounts Payable, or Reimbursement
- Ensure all attributes are populated in the transaction(s) you want to sync
- Select the transaction(s) and click sync
Step-by-Step: Bulk Sync
- Ensure all attributes are populated in the transaction(s) you want to sync
- Click Sync at the top right of the screen, ensuring no specific transactions are selected
- Choose which types of transactions (Banking, Card, AP, Reimbursement) & period you'd like to sync
- Click Sync
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