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Change Accounting Platform Integration

In this Guide, you’ll learn how to change integration from one accounting platform to another e.g From Xero to FreeAgent or Xero to QuickBooks.

Jenesys permits you to have only one active accounting platform integration at a time i.e Sage, Xero or QuickBooks, but you can disconnect from one platform and connect to another.
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1. When logged into the Jenesys WebApp, navigate to the relevant client through the drop down on the top left side.

2. With the Client Selected, navigate to 'Settings' on the left navigation menu.
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3. Click on the 'Connections' tab to navigate to see the accounting platform options available.
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4. Simply click 'Connect' to one of the other options and follow the simple steps to connect your Accounting Platform of choice.

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