Sync transactions using QuickBooks (Reckon Accounts Premier) Connect

Setup required before use	Who Can Use It?	Where Is It?
Settings Install Driver Activate QuickBooks (Reckon Accounts Premier)	Administrator System Administrator	Connect > QuickBooks (Reckon Accounts Premier) Connect

1. Click the run button to create the sync. 
2. The sync will now start processing. 
3. Once this is complete a result will be displayed in the Connect window. 
4. Click the + against the results indicator to see which transactions were sync'd between the 2 systems and if there were rejections:

	A green tick indicates all records transferred successfully between Synergy and QuickBooks (Reckon Accounts Premier)
	A red tick indicates some records were successfully transferred and some were not
	A red cross indicates no records were transferred
	A warning indicates a record has been skipped.  This could be because the invoice or payment already exists in QuickBooks (Reckon Accounts Premier)
	A red circle indicates no connection was made between Synergy and QuickBooks (Reckon Accounts Premier).  An error will pop up to detail why nothing has occurred.  Most commonly it's because QuickBooks has been upgraded

Zero dollar ($0) invoices and credit notes will not be transferred in the sync process. If a zero dollar ($0) invoice or credit note exists it will be excluded from the data sent in the sync process, and will be shown as a warning message in the connect sync report.

If certain characters exist within the sub project names they will be removed or a substitute provided during the sync. Characters such as '-' may cause this to occur. 

See http://www.asciitable.com/ for the full table of characters that aren't accepted during ASCII imports.

It is very important to set your tax setting in QuickBooks to GST net.

1. Open QuickBooks.

2. Select Edit | Preferences.

3. Select Tax from the left hand side.

4. Select the Company preferences tab.

5. Select the Sales figures Net (exclusive of GST) radio box.

6. Click OK.

The above instructions are as per QuickBooks Version 11/12 and above.

1. Select the Completed Sync for the correct Datafile from the list.
2. In the QuickBooks (Reckon Accounts Premier) Connect toolbar click on the Undo icon.
3. Click Yes to the warning message shown.
4. The Undo will now be complete and a row is added showing the Undo icon within the results list at today's date and time.

Locate Undo a completed QuickBooks (Reckon Accounts Premier)sync Troubleshooting topic to learn more.