Syncing a cloud based ledger

You can synchronise the data from a source ledger (MYOB / Quickbooks) to a client file. After syncing the ledger, any changes made to the source ledger will automatically synchronise overnight into the Client Accounting client file.

You can sync a file:

• when linking a client for the first time from MYOB Practice

• after the client is linked and needs to update their ledger details.

Syncing a MYOB Business file

You can easily sync a MYOB Business file to an existing client in MYOB Practice. Once the file is synced, you can start working on the file in Client Accounting.

Watch the video to learn how to sync a MYOB Business file

Syncing a file when linking the client for the first time

1. Click Setup automatic sync.

   

2. In the Sync settings window, scroll down to Existing sync and select MYOB Business Sync.

   

3. Once you’ve setup the sync, select the ledger at Sync reference drop-down to be connected with this client. Select Save changes.

   

Sync a Quickbooks file

Watch the video to learn how to sync XERO file

1. Click Setup automatic sync.
   

   

2. In the Sync settings window, select Link with Quickbooks connection

3. Select Save and Continue. You will be redirected to the accounting software's login page.

4. Log in using the credentials of a user with access to the file.