1. Navigate to Directory → Clients.
2. Select the checkbox next to one or more customers.
3. Click Acumatica in the batch action bar.
4. Choose Approve Sync (or Remove Approval to reverse it).

1. Navigate to the Invoices list.
2. Select the checkbox next to one or more invoices.
3. Click Acumatica in the batch action bar.
4. Choose Approve Sync (or Remove Approval to reverse it).

1. Navigate to Gear Icon → Acumatica.
2. On the Export tab, select Customers or Invoices — each shows a pending count.
3. Select the records to sync.
4. Click Sync Batch.
5. The first time any user syncs, Acumatica opens a login window — select the tenant and sign in with Acumatica credentials. The window closes automatically once signed in.
6. Records that fail show an error message describing the problem (for example, a rejected transaction row). Resolve the issue and retry.

If the customer is already in Acumatica, approving and syncing the customer in TRUE links the two records rather than creating a duplicate — as long as the email address matches in both systems. If the email doesn't match, syncing creates a new customer record in Acumatica.

1. Click the Gear icon and select Company Preferences.
2. Navigate to the Integrations section and select Acumatica from the Accounting Integration dropdown.
3. Enter your Acumatica Instance URL (e.g. yourcompany.acumatica.com).
4. Enter your Acumatica Tenant Name.
5. Enter your Acumatica Branch Name.
6. Enter the Client ID. All four values come from your Acumatica instance, not from TRUE.

Click the Gear icon and select Acumatica. This opens the same sync dashboard used for QuickBooks, with Export, Update, and Import tabs. The Acumatica option only appears once Accounting Integration is set to Acumatica in Company Preferences.

On the Import tab of the Acumatica dashboard, import in this order:

1. Chart of Accounts
2. Catalog (non-stock items)
3. Classes (sub-accounts)
4. Customers

This underlying data is required before you can export Customers or Invoices.

Each TRUE user who syncs to Acumatica must sign in with their own Acumatica credentials the first time they run a sync. Select your tenant, enter your Acumatica username and password, and sign in — the login window closes automatically and the sync continues.

The invoice's customer must already be synced to Acumatica first. Unlike QuickBooks, Acumatica does not sync a new customer automatically when you approve an invoice.

1. Go to Directory → Clients and locate the customer on the invoice.
2. Select the customer, click Acumatica in the batch action bar, and choose Approve Sync.
3. Sync the customer from the Export tab of the Acumatica dashboard.
4. Once the customer is synced, return to the invoice and approve it for sync.

With QuickBooks, approving an invoice for a new customer syncs the customer automatically. Acumatica requires customers to be approved and synced as a separate, explicit step before an invoice for that customer can be approved. This is intentional — it gives you a checkpoint to verify a customer doesn't already exist in Acumatica under a slightly different name before creating a new record, and to complete any other internal review before the customer is created in Acumatica.

No. Only Customers and Invoices sync to Acumatica. Jobs are not part of the Acumatica integration.

1. On the Export tab, open the failed record to view the error message.
2. Resolve the underlying issue in the source record.
3. Select the record again and click Sync Batch to retry.

Access to the Acumatica dashboard and sync actions is controlled through user permissions. Contact your system administrator to request access.

No. The Accounting Integration dropdown in Company Preferences → Integrations only allows one accounting system to be active at a time. Selecting Acumatica replaces the QuickBooks option on the Gear icon with an Acumatica option.