QuickBooks Online (QBO): Overview of the Daily/Weekly Synchronization Process
Posted 11 months ago by Giovanna Zisopulos
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In this overview, we explore the essential steps and considerations involved in the daily and weekly synchronization process. This guide outlines how to maintain data consistency and accuracy across both TPS Cloud Axis and QBO through regular synchronizations.
Overview of the Daily/Weekly Synchronization Process:
After correcting the reported problems, click on 'Revalidate'. If all the issues are resolved, proceed to the synchronization section, add the 'Description', and click on 'Synchronize (Import/Export)'.
If no problems are detected it will provide the 'Last Sync Summary' with the option to view the 'Details'/ 'Sync History' of the transactions that were synchronized.
Use the Status Filter, or sort the 'Status' column to view the transactions with warning messages. The 'Message' column will provide the details. If there are any issues, please export the 'Sync History' by clicking the gear icon in the upper right corner of the screen and selecting 'Print Grid Data'. This will allow the firm to view the exact messages provided by QBO or TPS, helping to identify the issues accordingly.
Troubleshooting and Support:
In case of any issues or warning messages during the synchronization process, please export the 'Sync History', it will allow your firm to view the exact message provided by TPS or QBO regarding any problems with the specific transactions. QBO messages and warnings provided by Intuit are available on the following link error codes: link to QBO messages/warnings.
If you require assistance identifying the issues send us the Excel files with the specific transaction details. Those files will help us identify the exact nature of the problem reported by either QBO or TPS.
Related Article:
Don't hesitate to reach out to us for additional information on the TPS synchronization process.
Sincerely,
1-888-877-2231 - toll-free
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