Accounting Integrations Table Columns

This table shows each connected accounting account. Optional columns can be turned on from the column picker.

Default columns

• Client: Shows which client the accounting connection belongs to.
• Platform: Shows which accounting platform is connected, such as Xero or QuickBooks.
• Name: Shows the account name saved for that connection.
• Enabled: Shows whether the connection is currently active.
• Connected: Shows when the account was connected.
• Last Sync: Shows when the most recent sync ran.

Optional columns

• Last Error: Shows the most recent sync error, if one was recorded.
• Created at: Shows when the connection record was first created.