Skip to main content

Company account owner

The user at the company that syncs the company's accounting platform is the Airbatch account owner.

Updated over 2 weeks ago

Step 1: Connect accounting platform

  • Click the connect button for your accounting platform

    • Accounting platform integration with Airbatch required to onboard

    • If you don’t have permissions to log into the company's accounting platform, you can invite a co-worker with permissions.

    • If you log back in before your company's accounting platform has been connected, you’ll see “Sync required” displayed.

Step 2: Define owner

  • Once you click connect a pop up opens for you to log into your accounting platform

    • Whomever syncs the company’s accounting platform is the default account owner on Airbatch

  • Once logged into your accounting platform, click connect to Airbatch

Did this answer your question?