How do I sync Briefcase with Xero or QuickBooks?

Briefcase syncs with Xero and QuickBooks automatically every night. To sync straight away, go to the Dashboard and click Sync in the Actions column next to the client.

A sync refreshes the client's chart of accounts, tracking categories (Xero) or classes (QuickBooks), tax rates, currencies and organisation details, exactly as when the client was first connected. It does not re-import contacts.

New account codes appear the next time you open or refresh an invoice.