How do I create new ledger codes in Briefcase?
With Briefcase, you can create new accounts directly within the platform. Once added, the account is automatically synced with Xero or Quickbooks and is immediately ready to use in Briefcase.
Video walkthrough
If you create new ledger codes within your ledger, Briefcase will sync these overnight. To force the sync, select "Disconnect" in your dashboard and then "Reconnect".
To learn more about our two-way ledger sync, check out this article: 📄 How do I update transactions after they have been published?