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Sync Dashboard upgrade

To ensure your sync continues to run smoothly, always use the most up to date version of the Sync Dashboard. 

Current sync dashboard version number: 2.1.2504.2

Notes:

  • 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.
  • The sync dashboard has been verified to be compatible with QuickBooks desktop 2014 and later, but may still work with older versions

Jump to:

 

Find the version number of your sync dashboard

  1. Open the sync dashboard
  2. Click About

Bill.com_sync_dashboard.png

Sync_dashboard_version.png

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 (~955 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

 

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