Syncing Actuals With Kashflow

If you are a Kashflow user and you want to sync your actuals into GearShift, you can do so easily.

Go into your Actuals tab. Click the blue 'Sync with Kashflow' button at the top of the actuals sheet.

Then you will be given the choice of the start date of the actuals you are importing.

You will then be prompted to enter your cashflow login details to authenticate the sync.

Once you click login, the sync will begin in GearShift and you will be able to see the progress as it syncs.

Once synced, you should see the below message:

You will then need to map your accounts.

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