With Briefcase, you can create new accounts directly within the platform. Once added, the account is automatically synced with Xero or Quickbooks and is immediately ready to use in Briefcase.
Video walkthrough
If you create new ledger codes in Xero or QuickBooks, Briefcase syncs them overnight. To sync straight away, go to the Dashboard and click Sync next to the client. New codes appear the next time you open or refresh an invoice. See 📄 How do I sync Briefcase with Xero or QuickBooks?
To learn more about our two-way ledger sync, check out this article: 📄 How do I update transactions after they have been published?