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Set up a company file for sync

Intuit Sync Manager synchronizes your QuickBooks company file data with Intuit online services. When you subscribe to any of the services that require access to your QuickBooks company file data, you need to set up your company file for sync.

Detailed instructions

Important: Intuit Sync Manager will not work on a copy or backup of the company file you have set up for sync. You need the exact file you have setup using the menu item 'Set Up Intuit Sync Manager' to sync successfully with Intuit online services.

Here are the step-by-step instructions on how to set up 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. In QuickBooks, select Set Up Intuit Sync Manager.
     

    NOTE: You must be logged in as the QuickBooks Admin user for the Set Up Intuit Sync Manager option to be available.

    If your are logged in as the Admin and the Setup Sync Manager option is NOT available, the reason is one of the following:

    • You have already set up Sync Manager for this file in this location. In this case you will see:
      • Sync in the File menu in QuickBooks 2013.
      • Manage Services in the Online Services (or Online Solutions) menu in QuickBooks 2012 and earlier.
       
    • If you have not set up Intuit Sync Manager previously, you are logged in as the Admin, and the Setup Sync Manager option is NOT available, your data file is corrupt. 
      1. Create a backup of your file and ensure that the file is on your local drive.
      2. Resort lists
     
  2. Login using your Intuit Account once the sign in page shows up.
     
  3. Select one of the following options:

     

     

     
  4. Select the application where you want to sync your company file.
     
     

    However, if there are no applications available yet, the following screen will appear.

     
     
  5. Once the sync is complete, this window will appear.
     

Collapse All or Expand All

 

If this information does not answer your question, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply.

 

Intuit Sync Manager Access Points

 

After launching sync manager, you will see the successfully synced company files in this window.

 

KB ID# INF12843
10/30/2014 10:33:25 PM
PPRDQSSWS406 9102 Pro 2013 9b06c8