Accounting master data

Where to find it

Settings → Connections → your accounting connection → master-data tabs (Ledger accounts, VAT codes, Analytic accounts, Payment conditions, Payment methods)

✅ Common tasks

Browse your master data

1. Open the master-data page for your accounting connection

2. Select a tab: Ledger accounts, VAT codes, Analytic accounts, Payment conditions or Payment methods

3. Use Search to narrow down items

4. For analytic accounts, pick an analytic plan to filter the list

5. Check the item count at the bottom for totals and blocked items

Available tabs and details shown depend on your accounting provider.

Block or unblock an item

1. Find the item in its tab

2. Toggle its block control on or off

3. Repeat for any other items you want to change

4. Check the footer shows Unsaved changes

5. Click Save changes and wait for it to finish

Blocking only hides an item from Cashfeed booking and AI suggestions — it doesn't change it in your accounting package. Items blocked directly there can't be unblocked here.

Refresh synced data

1. Open the tab you want to update

2. Click Refresh in the toolbar

3. Wait for the refresh to finish, then search or filter again

4. Refresh again if a recent change in your accounting provider is still missing

🔗 See also

• Accounting connection settings

• Invoice booking (accounting hub)

• Analytic accounts and cost centers

• VAT codes and VAT reasons

• Accounting integrations