Difference between revisions of "Performing Synchronization"

Revision as of 12:07, 1 September 2022

Performing a Synchronization will bring in any updated customer information into the Charge Anywhere database. It does not however update card information as we are not able to read the encrypted Quickbooks database. It is a good idea to perform a Synchronization every few months to make sure customer information is accurate.

1. To perform a Synchronization log into QuickBooks as the Admin user under Single-User mode.

2. Click on Company, then Charge Anywhere and choose Setup from the menu.

3. Click OK to the Warning pop-up.

4. On the Setup menu click on the button Features.

5. Click on the button Synchronize.

The length of time the Synchronization process takes to complete depends on the size of your QuickBooks Company File. If you have a large customer database you may want to perform the Synchronization when no one needs to be logged into QuickBooks, usually at the beginning or the end of the day is recommended.

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+Performing a Synchronization will bring in any updated customer information into the Charge Anywhere database. It does not however update card information as we are not able to read the encrypted Quickbooks database. It is a good idea to perform a Synchronization every few months to make sure customer information is accurate.
 <div align="center">[[File:Synch.PNG|350px]]</div>
-Performing a Synchronization will bring in any updated customer information into the Charge Anywhere database. It does not however update card information as we are not able to read the encrypted Quickbooks database. It is a good idea to perform a Synchronization every few months to make sure customer information is accurate.
-To perform a Synchronization you will need to be logged into Quickbooks as an Admin and Single User.
+'''1.''' To perform a Synchronization log into QuickBooks as the Admin user under Single-User mode.
-Choose Charge Anywhere from your Company drop down menu and choose Setup.
+'''2.''' Click on Company, then Charge Anywhere and choose Setup from the menu.
+'''3.''' Click '''OK''' to the Warning pop-up.
-On the Setup menu click on the button Features.
+'''4.''' On the Setup menu click on the button '''Features'''.
-Click on the button Synchronize.
+'''5.''' Click on the button '''Synchronize'''.
-The length of time the Synchronization process takes to complete depends on the size of your Quickbooks Company File. If you have a large customer database you may want to perform the Synchronization when no one needs to be logged into Quickbooks
+The length of time the Synchronization process takes to complete depends on the size of your QuickBooks Company File. If you have a large customer database you may want to perform the Synchronization when no one needs to be logged into QuickBooks, usually at the beginning or the end of the day is recommended.