Supported Extraction Types
🧾 AP Bills and AR Invoices — Auto-Publish available; Import is manual.
📄 Direct Expenses — Auto-Publish available; Import is manual.
📄 Bank Statements — Publish and Import features coming soon. Bank Statements are extracted and exported only for now.
How Syncing Works
Auto-Publish — Automatically sends extractions and updates from Tofu to your accounting software after you save.
Publish — The manual version of Auto-Publish. Use it when Auto-Publish is off and you want control over timing.
Import — Pulls updates from your accounting software into Tofu (status changes, edits, deletions, newly created records). Import is manual. Example: if a bill is marked Paid in your accounting software, clicking Import updates it in Tofu.
Even when Auto-Publish is on, manual actions may still appear when attention is needed (for example, sync errors or unpublished changes).
⚠️ Notes:
Changed an extraction type after sync? Changing the extraction type creates a new transaction and may leave the original one for cleanup.
Learn more: What Happens When You Change an Extraction Type After Syncing to Your Accounting Software.
New contacts block publishing. If Tofie detects a contact name during extraction that doesn't match any existing contact in your list, publishing or syncing will be blocked until you confirm, edit, or replace it. This applies to both integrated and non-integrated entities.
See: How to Handle New Contacts During Extraction Review
Manual Sync Actions: Import & Publish
You can always control syncing from the Review screen.
Import
Pulls updates from your accounting software into Tofu
Example: if a bill is marked Paid in your accounting software, clicking Import updates it in Tofu.
Publish
Pushes extractions or updates from Tofu to your accounting software
Useful when Auto-Publish is OFF and you want control over timing
Default setup for newly created integrated entities
If you create a new entity and connect your accounting software during guided setup, Tofu may turn on Auto-Publish by default for supported extraction types so you can start processing immediately.
You can change this at any time:
Go to Entity Settings → Integrations to review sync behavior
Go to Entity Settings → Features to review which extraction types are enabled
If you prefer a more manual workflow, you can turn Auto-Publish off and use Publish only when you’re ready.
Action Reference: AP Bills, AR Invoices & Direct Expenses
Action | Auto-Publish ON | Auto-Publish OFF |
Create extraction in Tofu | Automatically created in your accounting software after extraction | Click Publish after extraction to create it |
Edit extraction in Tofu | Update auto-published after you click Save Draft | Save Draft → click Publish to update |
Verify extraction in Tofu | Xero: status → Awaiting Approval / Awaiting Payment
QuickBooks: no action | Xero: click Publish to update in Xero.
QuickBooks: no action |
Delete extraction in Tofu | Automatically deleted in your accounting software | Click Publish to update your accounting software |
Edit, change status, delete, or create in your accounting software | Click Import to pull the update into Tofu | Click Import to pull the update into Tofu |
Summary
Auto-Publish sends extractions from Tofu to your accounting software automatically; Publish does it manually.
Import pulls updates from your accounting software into Tofu, and is manual.
Bank Statements: automation controls coming soon.