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Automatic Sync

Automatic sync is offered for customers syncing with QuickBooks Online (QBO), Xero, Sage Intacct, and Oracle NetSuite.

Turning on Auto Sync

  1. Hover over the gear icon, select Settings
  2. Under Sync, select Preferences
  3. Select the edit icon
  4. Select Sync Automatically
  5. Select Save

QBO, Sage Intacct, Xero, Netsuite

Auto sync will run approximately 24 hours after the previous sync, whether the sync was triggered manually or automatically.

Example: if the sync is triggered at 2 pm PT on Monday, the auto sync will run approximately 2pm PT on Tuesday.