To get started, sign in to the talech website and navigate to Settings > Apps.
Select your Accounting service and click on Connect Now. You will be redirected to your accounting provider's site to authorize talech.com to access your company data.
After authenticating, you will be returned to talech.com to complete your revenue and payment mappings.
Step 1: You will have the option to import your data as either an Invoice or Manual Journal entry. Please consult with your accounting professional for the best approach that suits your needs.
Step 2: Revenue mappings - Choose the account you would like the talech data to be imported into. You can optionally click on the gear button next to certain fields to further break down your revenue by Category, Tag, or individual sales taxes. You can also create new ledger accounts directly from this screen if necessary.
Step 3: Payment mappings - Map your talech payment fields to the appropriate asset and liability accounts within your accounting service. Ensure that the accounts are configured to accept payments.
Step 4: Confirm your sync settings. If you need to make corrections, use the back button to return to the previous screens to make any corrections.
Step 5: Initial Sync. Choose a date range of up to 30 days to perform your initial sync. Please be patient as the initial sync can take up to 2 minutes to complete.
Step 6: Review the Sync Logs. If there are no errors, your data from talech should have been imported into your accounting provider.
Diagnosing Sync Errors
Select View Sync Logs to view details about the sync status between talech and your accounting service.
Invalid account type used: one or more of your selected accounts is not configured to accept payments. Double check your Chart of Accounts and ensure that all accounts that have payments mapped to them are configured to accept payments.
When does the sync occur?
The sync occurs daily at the end of your business day in talech.
How do I change the time of the daily scheduled sync?
Navigate to talech.com > Settings > Business Info and adjust the Daily Report Cutoff Time setting.