Learn when to 'reset the datafile' to resend data to MYOB AccountRight or QuickBooks (Reckon Accounts Premier), and what to consider before using this feature.
Getting Started
| Setup required before use | Who Can Use It? | Where Is It? |
|---|---|---|
Setup MYOB Connect Instructions Setup QuickBooks (Reckon Accounts Premier) Connect Instructions |
Administrator System Administrator |
Connect > MYOB Connect > Settings > Reset button Connect > QuickBooks (Reckon Accounts Premier) Connect > Settings > Reset button |
Each time sync is created with Connect a flag is allocated against the invoice, credit and payment. This is stored in the database so next time the sync is executed, Synergy knows not to send the same record again.
If the datafile is reset, then this flag is removed. The next sync that is generated will detect that all the invoices, credits and payments records need to be exported again. For this reason use the reset with caution.
Resend invoices, credit notes, and payment details in the Connect sync between Synergy and MYOB AccountRight or QuickBooks (Reckon Accounts Premier).
Option 1 - Reset the datafile
Once the flag is removed from each record, the system will attempt to re-sync the records to your accounting system in the next Connect sync. The Connect report will display an error that the Invoice already exists in MYOB/QB.
The system will continue to attempt to re-sync the Invoice to your accounting system. These previously sent records can be changed to NOT be sent. Change the datafile to not send the previous records (invoices/credits/payments) by setting a new 'Start from date'. Adjust the Date Settings field on the General tab of the datafile settings to change the start date.
Contact Total Synergy Support before you reset the data sync. We may have a better solution than resetting all records, to stop the records from being re-sync’d to your accounting system.
Option 2- Alternative option to resetting the data sync
It is often easier to just adjust a few records in the latest sync. Instead of resetting ALL data that have been sync’d to MYOB AccountRight or QuickBooks (Reckon Accounts Premier) since you started using Synergy, the easier solution is to reset the sync that the error has occurred in. Within that sync you can fix any issues, and then run that sync again with just the latest changes. Then change the start from date to the date you ran the final sync.
Please note that it is highly recommended you reset the Start from date so these records are not re-exported.
Adjust the Date Settings field on the General tab of the datafile settings to change the start date.
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