Re-Syncing QuickBooks Desktop How to re-sync your company using the Desktop Connector
Re-Syncing QuickBooks Desktop to Reach Reporting
In order to re-sync your QB Desktop Files, first open the desktop connector, which may be in downloaded on your computer or server.
You can download a new connector by opening a desktop company in Reach and selecting the sync icon in the bottom left of the company.
Once you download the connector, log in with your Reach credentials, and you will see the desktop files you have access to.
Check the companies you want to sync and ensure the settings are set up the way you want. Then select "Sync Files," and it will sync all the files you have selected.
Make sure QB Desktop is completely closed to sync multiple companies. If you have one company, ensure the file is open, that it is in single-user mode, and that there isn't a secondary company open.
As a company begins syncing, you will be able to see the progress as it syncs the entire company first and then syncs classes and customers/vendors. This will take a while when there are many classes and customers/vendors, so if you do not need these, make sure they are deselected in the settings.
Remote Sync is designed to work as long as the desktop connector is currently on the computer or server and the connector hasn't been signed out of.
There is a popup reminding you that if you log off of the desktop connector, remote sync will not be able to work.
With remote sync, you can control the settings and sync the specific company that you are on. For example, if you open "Company A," then choose sync and get to this page shown below. When you select "Sync Now," it will try and sync only "Company A." You can open up other desktop companies and follow this same path to remote sync each of them.
Once done, you will need to refresh your browser to ensure the changes have been updated.
Go to the Reach Reporting app>
ARE YOU NOT CURRENTLY USING REACH REPORTING?
learn more at reachreporting.com
We are dedicated to helping you.
- Need Additional Help?
Your success is important to us.
Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.
We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.
We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting.
We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated.
Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.
Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.
Or schedule an onboarding zoom call with Ryan Anderson, our Chief Architect, by going to the onboarding calendar.
Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing firstname.lastname@example.org, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust.
Need more access to Reach Reporting Resources?
Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.
Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.
Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.
Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.
Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.
Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.
Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page.
Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.
We look forward to helping you build insightful reports,
The Reach Reporting Team.