How to edit the accounting system login credentials
If you already have an active integration with an accounting or invoicing system, you can edit the login credentials at any time directly in the section https://fynode.com/accounting. Click the icon of your active system, choose “Edit”, enter the new access credentials and confirm saving. After saving the new credentials are used immediately and if necessary you can also deactivate that system and activate another system.
Where to find the setting
Go to https://fynode.com/accounting where you see a list of supported accounting systems. Click the icon of the system you have active to open a window with its settings and displayed login credentials.
Deactivation and changing the system
If you need to switch to another accounting system, first click the icon of the currently active system and use the “Deactivate” button. After deactivation you can activate the new system from the same list of platforms on the page.
How to edit the data
In the settings window click the “Edit” button, enter the new login fields according to the platform’s requirements and then click “Save”. The system will verify the new data and in case of an error will display an error message which you should then resolve according to the accounting system provider’s instructions.
Yes. If you have an active connection, click the system icon in the https://fynode.com/accounting section, choose “Edit”, enter the new credentials and click “Save”. The system will verify the connection and apply the new credentials.
Verify the correctness of the entered login credentials and whether your account with the provider has the API or required permissions enabled. If needed, enter API credentials manually according to the platform's requirements and try saving again.
Editing the login credentials does not affect historical invoices or settings stored in our system. After a successful connection it is recommended to click “Load data” to retrieve current sequences and bank accounts from the accounting system.
Editing login credentials is quick and secure. If an error message appears when saving, check the correctness of the entered data and the API permissions with your service provider. After changes, we recommend clicking "Load data" for immediate synchronization of data from the accounting system.