How to use automation to alert you to issues around Xero or Quick books synchronised sync

Modified on Wed, 21 Feb 2024 at 11:00 AM

This article is linked to understanding automation This article will show you how to set-up alerts/notifications for your Xero syncs. The same logic applies to Quickbooks This looks at adding an action to the system triggers Step 1 Go to preferences > Automation Step 2 Select system trigger "Xero/Quickbooks  Sync Done" Add Actions   Step 3 Set an Action name then you can add a Task, Activity log, or Process Step 4 You can choose how you want to receive the alert in 'Apply a Process' and can customize it in the subject and email body. Message - Sends an email to the chosen recipient/s Notification - Creates an alert on your Arthur dashboard or mobile phone if you have the Arthur App installed. Step 5 To add Mail Merge Fields just right-click in the email body.

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