QuickBooks Online (QBO): Overview of the Daily/Weekly Synchronization Process

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: 

1. Navigate to the 'Integrations' section in TPS - 'QuickBooks' option, as frequently as required, to synchronize the AR transactions.
   
   
2. Add a 'Description' and click on 'Synchronize (Import/Export)' to initiate the process.
   
   
   
   
3. Each synchronization process will display on screen the items that require actions, allowing you to identify: problematic transactions, clients that require mapping or settings that should be modified.
   
   
   
   
   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.
   
   
   
   
4. Under the 'Manage' option, located on the upper section of the screen, the firm can access the 'View Sync History' to review all previously synchronized transactions and check for any that failed or had warning messages.
   
   
   
   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: 

• TPS Cloud Axis and QuickBooks Online (QBO) Synchronization - Checklist
• Checklist and Procedure for Initial Synchronization with QuickBooks Online (QBO): Existing TPS Cloud Axis DB to New or Blank QBO DB
• TPS Cloud Axis and QuickBooks Online Integration (QBO): Your Top FAQs Answered 
• TPS Cloud Axis - QuickBooks Online Synchronization: Understanding and Addressing Issues/Messages provided
• Audit Log: Analyzing Transactions Created or Modified by Staff or Through QuickBooks Online Linkage
  
  Don't hesitate to reach out to us for additional information on the TPS synchronization process.
  
  Sincerely,
  

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