You can manage your sync by switching from automatic sync to manual update and vice versa
Understanding the sync options
Data source | Description | Details |
Sync | Switch from manual uploading to an automatic synchronisation Use this option to choose a date to start the sync from. | Moving from manual file uploads to a live sync and works well if you’ve purged transactions in MYOB AccountRight and have more than 2 years of comparative data Let you choose a sync start date, so earlier manually uploaded data stays unchanged. From that date onward, bookkeeping changes sync automatically If the file already has data, transactions after the selected date will be overwritten with new synced data. Only transaction data is replaced, workpaper details and reports don’t change. Available when you setup the client for the first time. |
Replace the data with a synchronisation Syncs all data. | Best when the existing imported data is incorrect or out‑of‑date, and you want to fully refresh it from the ledger. All existing balances in the file are overwritten by the synced data. Reconciliations, details and reports are kept, but make sure to review after the refresh. Syncs data overnight or on manual refresh. Pulls through all periods and transactions. Best for newer files with one or two years of comparative data. | |
Upload file using CSV or Excel formats | Imports a snapshot of a trial balance from a CSV/Excel file | Data is uploaded once |
Create an empty period | Starts the period with no data | No sync. You can choose to set up a sync or upload data later |
Updating from existing sync to a new sync
Use this option if you need to change the sync. If you want to update an already linked client in Client Accounting,
Open the client, go to the Client Overview page and select Edit client.
Go to the Sync tab and select Setup Sync.
In the Synchronisation scenarios window, select either updating from manual sync to automatic sync or changing the existing automatic sync.
Follow the prompts in the next window to set up the sync.
Updating from manual upload to a new sync
Open the client, go to the Client Overview page and select Edit client.
Go to the Sync tab and select Setup Sync.
In the Synchronisation scenarios window, select Switch to a new automatic synchronisation: with start date.
Enter the details of the new sync and date. Select Save changes.
