When should I start the sync?

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You should start the sync at a date and time that is after the last order you’ve manually entered.

To prevent duplicate documents from being created in QuickBooks Online, you should start the data import at the time of the last order you’ve manually entered into QuickBooks.

For instance, if you’ve already entered all of Monday’s orders into QuickBooks Online (up to midnight), then you’ll want to start the syncing at 12:01AM on Tuesday. This way, our service will begin syncing right where you left off, allowing for seamless integration.

Similarly, you can enter all orders up to 5PM on Monday and set our service to sync all orders after 5PM.

If you’ve never entered individual transactions into QuickBooks Online, then select a sync start date that begins on the first date of the settlement period that you want to import.

For example, if your settlement period looks like this: Feb 2, 2019 – Feb 15, 2019, then you’ll want to set the start date to Feb. 2, 2019. This is so that you don’t import transactions from a previous settlement.

Once you choose the date and time to start syncing, you no longer have to be present or do anything else. We’ll take it from there.

You won’t be able to change the start date and time once you choose it. This is to prevent duplicate documents. 

If you change your mind about the date and time, please contact us so that we can help you.

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