How to run a Sync with QuickBooks

Modified on Wed, 21 Feb 2024 at 10:56 AM

In order to run a sync you must have completed the integration between Arthur and QuickBooks Online Plus, see below for articles on integrating with QuickBooks: How Integrate Arthur and a Clean Version of QuickBooks Online Plus QuickBooks Online Plus Integration Checklist

Manual Sync

Step 1

Go to Financials > Go to QuickBooks Online Screen > Let's Synchronise with QuickBooks Online > Start Synchronise  Note: Always run a sync on "All", unless advised otherwise by a Arthur team member. Note: Never tick the "synchronise all records" box, unless advised otherwise by a Arthur team member. quickbooks sync

How to run a Tenancy specific Sync

Go to Tenancies > Select the Tenancy > Click More > Synchronise this Tenancy with Quickbooks

Scheduled Sync

Step 1

Go to Financials > Go to QuickBooks Online Screen > Schedule Synchronise > Configuration  quickbooks schedule sync

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