All accounting modules have the option of intialising a manual sync for each item. This allows the system to check which version of the item is the most up to date and ensure both systems are in sync. This can also be achieved by initialising a manual fully sync, which will check all items across all accounting modules.
Initialising a Manual Full Sync
First, ensure you have connected your accounting provider. Login and navigate to Settings > Accounting Provider
Click Start New Full Sync... and then click Continue. This will initiate a full sync, and all modules will be checked and updated
Initialising a Manual Individual Sync
Each accounting module has a syncing section for all items. This section will allow initiation of a manual sync for the item, with error feedback if something goes wrong.
When a sync is intialised, data will either be pulled in or pushed up to either system depending on which system has the most up to date item.
Individual Sync Example: Clients
Note: Each module has the exact same sync process, so this example can be applied throughout the system
Login and navigate to Clients and select any client
Underneath Accounting Provider, information on the latest sync can be found, including: which provider, latest sync date/time and accounting identifiers accessible via the 'kebab menu' / 'vertical ellipses' icon
Click on ⋮ to view the provider identifier
Some providers also have direct links to the associated item:
Click on Sync to initialise a manual individual sync
