There could be a few reasons you’re having issues syncing your accounting software in Spend Management using online banking.
- First, make sure your accounting software’s connection status says Connected.
- Your transactions may also not be syncing because you have yet to opt in to enable auto sync.
- Toggle ‘on’ the Auto-sync transactions option by going to Profile & settings and selecting Accounting settings.
- Once enabled, it only applies to transactions starting from that date, and all settled transactions are automatically synchronized every 24 hours.
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- If you want to sync past settled transactions, it’s important to note that this must be done manually.
To manually sync transactions for QuickBooks online
- Select Transactions and the Accounting tab.
- Select the Sync transactions button.
- Select the Transaction date range for the transactions, as you will be notified if any transactions matching these parameters have already synced with your account.
- Select Sync all matching transactions or Sync only new transactions.
To manually sync transactions for Xero
- Select Transactions and the Accounting tab.
- Select the Transactions you want to sync by checking the checkbox.
- Or you can press sync, and it will sync all the transactions based on the transaction filter.