In the case you are using a native integration with your Spendesk account and want to revert back to a file-based integration ('double entry' or 'single entry'), you need to follow the prerequisites and steps below.
Important notes:
You must be an Account Owner on Spendesk to switch integration.
You must select the initial file-based integration type on which you were before you started to use a native integration. This is the only way to restore your full accounting setup. If you are in doubt, please contact our customer support before switching integration.
Once you are connected on Spendesk as Account Owner, go to Settings > Accounting Setup > Accounting integration and click on Switch Integration.
Then you can select the right file-based integration type on the Accounting integration dropdown list:
Generic double entry purchase & bank journal
Generic single entry purchase & bank journal
As indicated above, it is very important for you to make sure you select the right option, so that your accounting setup is restored completely:
Chart of accounts
Expenses, bank and suppliers accounts
Please contact our customer support beforehand if you are not certain, they will be able to answer you as we track of your switch history between file-based and native integrations.
