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Companies and sync

Sync Vouchers

Copies the Tally Day Book into AutoBooks for Insights and ledger drill-down.

Updated 10 October 20261 min read

On a subscribed company card in the connector, choose Sync Vouchers and pick a range: 6 months, 1 year, 2 years, or custom dates.

  • The first sync of a range is pulled month by month. Busy months are split into weeks or days automatically.
  • Later syncs of the same range only bring in vouchers that were created or changed.
  • Running a sync again updates vouchers rather than duplicating them.
  • Stop sync cancels the remaining pulls.

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