Manual Sync of Juan and JuanTax

Understand how to manually sync both platforms.

Q1. Will my Juan account automatically have a JuanTax organization?

Only Essential and Growth plans are integrated with JuanTax.

Q2. Will I have access to both platforms?

Yes, you’ll have full access to both.

Q3. How does the Juan and JuanTax sync work?

Juan and JuanTax are directly integrated with a 2-way sync—changes in one platform reflect in the other.

Q4. When does the 2 way sync happen?

The sync happens automatically every 45 minutes, but you can manually sync transactions in JuanTax via Transactions > Juan Sync.

Q4. How do I know if my organization is synced in JuanTax?

Synced organizations will show the 01 icon in JuanTax.

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