Accounting System Name and External Integration

Owned by Karen McDonald
Last updated: Aug 23, 2022 by Gemma Heidemann
2 min read

External Accounting Integration

The External Integration relies on the Accounting System Name on the contact and this cannot be changed unless it is also changed in your external accounting software.

  

When a change is made to the Accounting System Name, a warning box comes up that asks you to confirm that you have updated the external accounting software name as well.

If you tick this box and accept the change in your OWL Database and you do NOT make the same change in your external accounting software, the connection for that contact WILL BE BROKEN and have far reaching consequences.

 



To update the External Accounting Name in QuickBooks Online, Login to your file and then navigate to Sales > Customers

Search for the customer by the old External Accounting Name and then choose the edit button on the top right of the Customer Page.

Make the relevant change to the Display Name so that it matches back to Wise Owl Legal and then Save your customer.