Rollback a completed Sync and updating QuickBooks (Reckon Accounts Premier)

Problem

A completed Synergy Connect Sync needs to be deleted to allow amendments to Synergy invoice or expenses data. When removing the Sync record from Synergy the QuickBooks (Reckon Accounts Premier) accounting system needs to be adjusted, to ensure that the financial figures match.

Solution

To ensure that your QuickBooks (Reckon Accounts Premier) accounting system and Synergy match please complete one of the two options below:

QuickBooks (Reckon Accounts Premier) Solution

Option 1

  1. Restore your QuickBooks (Reckon Accounts Premier) backup.
  2. Delete the last QuickBooks (Reckon Accounts Premier) sync in Synergy. Locate QuickBooks (Reckon Accounts Premier) Delete a Sync topic for more.  
  3. Amend the Synergy invoices if required.
  4. Re-run the sync.

Option 2

  1. Delete the Invoices and Expenses manually with 'Entered/Modified' date that matches the completed Synergy Sync to QuickBooks (Reckon Accounts Premier). Contact QuickBooks (Reckon Accounts Premier) Support for more information on this step.
  2. Delete the last QuickBooks (Reckon Accounts Premier) sync in Synergy. Locate QuickBooks (Reckon Accounts Premier) Delete a Sync topic for more.  
  3. Amend the Synergy invoices if required.
  4. Re-run the sync.

 

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