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How to Set Up a Company File for Sync?

Last modified on May 2nd, 2023 at 5:11 am

Intuit QuickBooks Set up a company file for sync

With the introduction of QuickBooks software, many problems and mistakes made while working on the finance part of the business has got sorted. It mainly comes in three editions, namely – QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise. These editions are bifurcated on the basis of services given them. The further division of these three editions is QuickBooks Online and QuickBooks Desktop. As the name suggests QuickBooks online software is accessible online through username and password, whereas QuickBooks desktop version needs to be downloaded and installed to run.

Step By Step Process for QB Company File Synchronization

One of the bestselling points of QuickBooks is its ability to sync with software, applications, business profiles etc making the software more interactive. For syncing purpose, Intuit has introduced a program called Intuit Sync Manager. This program acts as a bridge and helps in synchronizing your company file with Intuit online services. However, the program only works with the original file and not with backup or copy file.

Following is the step by step instructions setup your company file for sync:

Before performing the following steps, please ensure that you have the latest Intuit Sync Manager by turning on QuickBooks update. Please see Get Intuit Sync Manager updates

1. Open QuickBooks software and select set up Intuit Sync Manager in file menu.
2. Now login by using your account credentials on the sign in page.
3. As per the preference select one of the following option:
Existing Company: In case you have existing business profiles which consist of online applications or are linked to them. You can check for the same through AppCenter CSR tool. Now highlight and select the profile you wish to sync with the company file.
Create New Company: Through this option you can create new company to sync with the file in the scenario of first time setup. This will result in creation of new business profile on the Intuit Account of customer.

4. Next step is to select the application wherein you wish to sync the company file.
5. If there are no problems, then the setup will complete in few minutes and you will see a window confirming the completion of the process.

This should easily sync your company file without causing unnecessary problems with the software. In case you do face issues you should immediately get in touch with the QuickBooks customer care support team and relay your problem with full disclosure. In case you are finding it difficult to get the appropriate due to long queue, you opt for other support agencies like Quickbooks Support Phone Number . This agency accords superior quality of support from Intuit certified ProAdvisors that are easily reachable through toll free number ☎ +1-516-494-3146.

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