If you select Do not sync for this preference, the Sync to accounting software checkbox will be unchecked by default.
#JUMP DESKTOP STOP SYNC OFFLINE#
This setting controls whether or not the checkbox to sync offline payments is checked by default or not, when you mark a bill as paid outside of. 2 way AP payment sync is automatically enabled for direct accounts created after 9/15/17.This setting is available to new non-direct accounts such as console accounts and accounts created before 9/15/17.This change is irreversible and your account cannot be changed back to 2 way at any point in the future.Įnable 2-Way AP Payment Sync (Quickbooks Online only).List items (vendors, accounts, customers, etc) will still sync 2 ways. This only applies to bills/invoices and payments.Checking this box prevents transactions from syncing to from your accounting software.This setting is only available for cloud accounting platforms, therefore it is not available for QuickBooks DesktopĮnable 1-Way Transactions Sync (Sage Intacct, Quickbooks Online, and Xero only).It should only be enabled if using an approval process for every bill/vendor credit in and do not require the ability to report on unapproved payables in the accounting software. Once enabled, this preference cannot be changed.Bills in Assigned, Approving, Denied, or Unassigned status will not sync to the accounting software. Checking this box allows only those bills that have been fully Approved in to sync to the accounting software.Sync Only Approved Bills and Vendor Credits However, the sync can always be run more often manually via the Sync Now button. The sync will run approximately 24 hours from the last sync time. The Sync Preferences will differ based on the specific accounting software and modules enabled.Ĭhecking this box ensures that the sync is run at least once daily. Note: The above screenshot shows the Sync Preferences for an account integrated with Sage Intacct. Record Funds Transfer (Quickbooks Desktop only).Transaction Currency (Sage Intacct only).Move Transactions To Quickbooks (Quickbooks Desktop Only).Enable 2-Way AP Payment Sync (Quickbooks Online only).Enable 1-Way Transactions Sync (Sage Intacct, Quickbooks Online, and Xero only).Sync Only Approved Bills and Vendor Credits.After connecting the sync, it is important to adjust the Sync Preferences to ensure that the sync functions properly. The Sync Preferences determine where transactions will post in the accounting software.
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