General information

How do I know what invoices you have synced from Autotask?
In the Invoice History section of Autotask we automatically fill in the Invoice Number with the Xero Invoice number.
Thu, 26 May, 2016 at 4:05 PM
Can you tell me about your security?
We host on our own dedicated servers  All passwords are encrypted in our database We don't store any creditcard details We only store the ...
Thu, 26 May, 2016 at 4:08 PM
How do I cancel my account?
To cancel your account, you need to send through an email to our helpdesk.  We also require a reason for cancellation, just for our own reporting purposes...
Mon, 30 May, 2016 at 10:54 AM
FreshBooks support
We now have support for sending invoices into FreshBooks. To set this up, please select the FreshBooks option when you sign up to our services.
Mon, 7 Nov, 2016 at 12:49 PM
Running multiple Xero accounts from one Autotask
This article describes how to setup two or more Xero Accounts with My Accounting Toolbox, synchronising with a single instance of Autotask. The Xero account...
Thu, 16 Mar, 2017 at 11:53 AM
2 factor authentication in Autotask
Is it possible to run 2 factor authentication (2FA) and still use our product? You aren't able to use 2FA with an account for the API. However, wit...
Tue, 7 Nov, 2017 at 11:57 AM
Skip Autotask invoices
The instructions below show you how to setup the My Accounting Toolbox system to skip over predefined accounts using the User Defined function in Autotask. ...
Tue, 14 Nov, 2017 at 4:02 PM