Settings → Accounting connections → open a connection → Settings
Go to Settings.
Click Accounting connections.
Open the connection you want.
Switch to Settings.
Start on General if the connection has multiple tabs.
Some options only appear for certain accounting packages.
Turn on Book instantly to book invoices automatically.
Turn off Book instantly to prepare invoices without booking them.
Turn on Only book expense accounts to limit automation to expense ledger accounts.
Choose whether to add internal notes with Add notes to description.
Click Save.
Book instantly and Only book expense accounts control different parts of automation.
Turn on Enable document sync to fetch purchase invoices into Cashfeed.
Turn on Enable purchase order sync to fetch purchase orders into Cashfeed.
Enter a fallback email address if the field appears.
Click Save.
Close the dialog after the save succeeds.
Document sync and purchase order sync are separate settings.
