Accounting connections: verify live sync and use the evidence alternative
Avoid treating manually entered figures or a connection label as verified accounting data.
Before you start
0 / 1 ready · checklist for this visit
Step 1: Check provider availability
Step by step
- 1
Check the actual connection state
Read the accounting connection panel carefully. A provider name, connected-looking label or manually entered revenue is not proof that live transactions were imported.
- 2
Confirm live data availability
Real Xero and QuickBooks per-company connections require configured provider applications and approvals. The current platform must not be treated as providing verified live sync when those connections are not enabled.
- 3
Use bank evidence when appropriate
If you do not want to connect accounting, or the connection is not available, use the six-month bank-statement assessment. It is a separate evidence route, not a simulated accounting sync.
- 4
Request connection help securely
Contact platform support about the provider and connection error. Never send accounting passwords, provider secrets or bank login details through chat.
Expected outcome
Financial evidence without misrepresenting connection availability.
Important checks
- Provider integration availability is not guaranteed. Manual figures must not be presented as verified imports.
Questions & answers
Is connecting accounting mandatory?
No. Suppliers can submit six months of bank statements as an alternative.
Should I send my Xero password to support?
No. A legitimate connection uses provider authorisation; passwords and private provider credentials must not be shared.