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Sync Dashboard upgrade

The sync dashboard has been updated as of 1/11/19. To ensure the sync is up to date, upgrade to the latest version.

The upgrade of the sync dashboard will not break the sync but will disconnect it for all profiles. All objects that have synced previously will retain their integration status.

Note: The sync dashboard requires Microsoft .NET framework 4.6 to run properly. If on .NET framework 4.7 or later, 4.6 may still need to be manually enabled.

Once the sync dashboard is upgraded, the sync will just need to be re-connected for all company profiles and instructions are provided below.

 

Upgrade sync dashboard 

The sync dashboard needs to be installed in the same location as the QuickBooks program in order for the 2 applications to communicate with each other.

The install will automatically detect and remove the older version that was previously installed.

Installed on local computer

System Requirements: Windows 7 with service pack 1 or newer

The upgrade can be installed from the Sync Set up page within Bill.com:

  1. Close QuickBooks
  2. Download the Sync Dashboard (~941 KB file)

    Click here to Download

  3. Once you've downloaded the program, double click the .exe file and it will detect the older version
  4. Click Ok to remove the older version
    already_installed_-_smaller.png
  5. Click Yes to confirm
    confirm_uninstall_smaller.png
  6. Click Ok to exit uninstall
    confirm_uninstall_2_smaller.png
  7. Click Next to start reinstall
    re-install_1_smaller.png
  8. Select the drive the QuickBooks program is installed on
  9. Click Install                                                                                                                                                                                                            re-install_2_smaller.png
  10. Click Finish to confirm installation completion
    re-install_3_-_finish_smaller.png

Installed on Server

System Requirements: Windows server 2008 R2 and up

The upgrade will need to be done by someone that has administrative right to download and install programs to that server. Forward the following link to your server administrator: Sync Dashboard upgrade - Server or Hosting Provider Install

Installed on Hosted Server

System Requirements: Windows server 2008 R2 and up

The upgrade will need to be done by your hosting provider administrator. Please forward the following link to your hosting provider administrator. Forward the following link to your hosting provider server administrator: Sync Dashboard upgrade - Server or Hosting Provider Install

 

Reconnect Sync

Once the upgrade is complete, previously synced profiles will remain on the sync dashboard but will each need to be reconnected.

Please note: Reconnection requires QuickBooks Admin login credentials and the QuickBooks file will need to be in single user mode.

Single company file

  1. Open QuickBooks and log in to the company file to reconnect as Admin and in single user mode
  2. Open the sync dashboard
  3. Click on the profile to reconnect
    sync_dashboard_with_profile_smaller.png
  4. Click Sync, a new Application Certificate will pop up
    • If clicking Sync produces a sync error on your Dashboard, click Edit on the profile and follow the prompts to get to the new Application Certificate
      Application_certificate_smaller.png
  5. Select Yes, always; allow access even if QuickBooks is not running
    • If more than 1 user will sync, select Admin
  6. Click Continue
  7. Click Done to confirm access
    Access_confirmation_smaller.png

Your file is now reconnected.

Multiple company files

After reconnecting one file by following the steps above

  1. In QuickBooks, hover over file and click Close Company
  2. Select the next company file to reconnect
  3. Click Open
  4. Log in as admin
  5. On the Sync Dashboard, click on the corresponding profile to reconnect
  6. Click Sync, a new Application Certificate will pop up
    • If clicking Sync produces a sync error on your Dashboard, click Edit on the profile and follow the prompts to get to the new Application Certificate
  7. Select Yes, always; allow access even if QuickBooks is not running
  8. Next to Login as, select Admin
  9. Click Continue
  10. Click Done

Repeat for all other company profiles.

Troubleshooting

If an error occurs, close both the sync dashboard and QuickBooks, start over from Step 1 under single company file.

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