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Connect Morning

The Morning connection belongs to a specific client. It brings information into Office; Office does not write changes back to Morning through this connection.

Connect

Link to section: Connect
  1. Open the correct client’s Connections area.
  2. Find Morning (Green Invoice) and choose Connect Morning.
  3. Ask the authorized person for the connection key ID and secret from that business’s Morning settings.
  4. Enter them in the connection form and choose Verify and connect.
  5. Check the connected business name and last-sync status.

These keys are private connection details. Enter them only in the designated form.

Pause or resume

Link to section: Pause or resume

Use Pause sync to stop automatic importing temporarily, then Resume sync when ready.

Disconnect

Link to section: Disconnect

Read the confirmation before disconnecting. Imported documents are kept, but syncing stops.

If data is missing, check the last sync, connection status, and whether the correct Morning business was connected.