Accessing Synergy Accounting

Accessing Synergy Accounting

Article Content: This article explain how to log into Synergy Accounting, reset your password, access modules, and set up favorites for quick navigation

Step-By-Step:

Step 1: To log into Synergy Accounting, enter your Username and Password:

Step 2: You can reset or recover your password by clicking “Forgot Password” and entering your e-mail address.

Step 3: You will receive an e-mail with a temporary password. Enter the temporary password under “current password” and create a new password using the below criteria:

Step 4: Select the Company and “continue”:


Step 5: To change your company code, password or sign out, click on your username in the top right corner of Synergy Accounting:



If you have any issues logging into Synergy Accounting, please contact Synergy Accounting Support at +1 (844) 583-4519
 

Step 6: Once logged in, you will be able to access Accounts Payable, Accounts Receivable, General Ledger, Multicompany and System Setup by clicking on the associated Menu bar. You can also view History and Favorites.


Step 7: To create Favorites and easily access frequently used pages, navigate to System Setup, Company Setup, and User Preferences. Click on the Favorites tab and select the shortcuts that you wish to add to the Home Page: 


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