How do I choose companies and check the first sync?

1. Tick the open companies you want.
2. Pick the period: the current financial year, all history, or your own dates, with or without opening and outstanding history.
3. Choose whether to keep the companies updated automatically.

The first read loads the last 7 days first, so the dashboard is usable soon. Older history then loads in the background and picks up again after a restart.

When it finishes, the checklist tells you what was loaded, for example "Current year only: older bills and opening balances are not loaded". Compare a few totals with TallyPrime, such as one customer's ledger balance.