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How to sync Rho transactions to Puzzle

Rho transactions not syncing to Puzzle? Here's how to fix it!

Written by Michael Herchen

Important: Syncing must be initiated from Rho's side — transactions will not automatically appear in Puzzle. If your Rho data isn't showing up, follow the steps below.
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Sync a single or multiple transactions

Use this method when you want to selectively sync specific transactions.

  1. Log in to the Rho Dashboard and click the Integrations tab in the navigation bar.
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  2. Open the Accounting Dashboard — you'll see all settled transactions listed here.
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  3. Navigate to the tab for the transaction type you want to sync: Banking, Card, Accounts Payable, or Reimbursement.
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  4. Make sure all attributes are fully populated on the transactions you want to sync.
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  5. Select the transaction(s) and click Sync.
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    Screen Shot 2024-02-15 at 3.39.36 PM.png


​Note: Treasury transactions are currently only supported for QuickBooks Online and NetSuite.
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Skip sync for a transaction

Use this if you want to intentionally exclude certain transactions from syncing.

  1. Log in to the Rho Dashboard and click the Integrations tab.
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  2. Open the Accounting Dashboard.
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  3. Navigate to the relevant tab: Banking, Card, Accounts Payable, or Reimbursement.
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  4. Select the transaction(s) and click Skip sync.
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Bulk sync all transactions

Use this to sync a large volume of transactions at once across a chosen time period.

  1. Make sure all attributes are populated on the transactions you want to include.
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  2. Click Sync at the top right of the screen — make sure no individual transactions are selected first.
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  3. Choose the transaction types to include: Banking, Card, AP, or Reimbursement, and select the date range.
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  4. Click Sync to confirm.
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    Screen Shot 2024-05-01 at 11.24.42 AM.png


Set up recurring syncs (automated)

Recurring syncs let you automate the process so transactions sync regularly without manual action.

  1. Log in to your Rho account.
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  2. Go to the Accounting section.
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  3. Click Settings within the Accounting section.
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  4. Choose Recurring Syncs from the options.
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  5. Click Add Sync to create a new rule — choose which transaction types to include and set the frequency.
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    Settings page showing options for managing recurring syncs, with buttons for adding active syncs and viewing inactive syncs.
Dropdown menu for selecting transaction types, showing options: All Transactions, Banking, Card, Accounts Payable, and Reimbursement.
A window for "Create recurring sync" with transaction types, recurrence options, and an option to go back and create the recurring sync.


​Note on invoices: Invoice payments will sync, but syncing unpaid invoices is not yet supported. This feature is in development.
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Still not seeing transactions in Puzzle?

If you've completed a sync on the Rho side and transactions still aren't appearing in Puzzle, check the following:

  • Confirm the transactions are settled — unsettled transactions won't appear in Rho's Accounting Dashboard.
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  • Make sure all required attributes are populated before syncing — incomplete transactions may be skipped.
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  • Check that the Rho integration is properly connected in your Puzzle account settings.
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  • If the issue persists, reach out to Puzzle support — include the transaction date range and type (Banking, Card, AP, or Reimbursement) to help us investigate.

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