---
title: "Synchronized or manually created data"
canonical: https://www.billabex.com/en/help/customer-accounts-documents/synchronized-manual-data/
lang: en
alternate: https://www.billabex.com/fr/aide/comptes-clients-documents/donnees-synchronisees-manuelles.md
updated: 2026-09-29
index: https://www.billabex.com/llms.txt
---

# Synchronized or manually created data

<section class="help-summary" aria-labelledby="in-short"><h2 id="in-short">In short</h2><p>Data can come from Pennylane, Zoho Books, API, or manual entry. An invoice or credit-note issue channel is fixed at creation, while the account separately keeps its connection reference. A manual invoice can therefore live on a synchronized account. Correct each record in its originating system to avoid later reversions.</p></section>

## Expected result

You identify account source and document channel before any edit or deletion.

## Before you start

- Open both the account and affected document detail.
- Keep source-tool access when the record is synchronized.

## Procedure

1. Locate the account source badge and latest update.
2. On the invoice or credit note, check Pennylane, Zoho Books, API, or Manual channel.
3. Correct integration-managed fields in the source.
4. Use Billabex directly only for manual data or an explicitly local action.
5. After synchronization, verify the correction appears without duplication.

## What Billabex does

The source reference links an account to a connector, while each document channel remains independent and immutable. This allows occasional local entry without hiding account origin.

The **account website** remains editable in Billabex even on a synchronized account. A manual entry or removal is preserved during subsequent syncs. For connector-managed financial data, always correct the source tool.

If an invoice is assigned to another customer in that tool, synchronization can transfer it between two accounts within the same connection, subject to currency, number and allocated-credit checks. [Read the conditions and import rejection guidance](https://www.billabex.com/en/help/integrations-settings/monitor-retry-repair-sync/).

## If the result is not what you expected

- A local edit to synchronized data can be overwritten on the next run.
- Do not recreate a missing document manually before checking the connection.
- For duplicates, compare normalized references, channels, and source identifiers before deletion.