QuickBooks (QBO) - Historical sync
Tom Spindle
Need to be able to select a date (or date range) in the past and sync everything from that date forward (or within that range.)
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Scott MacDonald
Anyone know how the "Historical Date" is determined? If I enter checks, can I enter a date that will make the transaction after the historical sync date?
Tom Spindle
Scott MacDonald: that "historical date" is the connected date listed at the bottom of the QBO integration Settings page. Any transactions entered (like checks) with a dates after that date will be included in the QBO sync. Any with dates prior to that date are ignored as being "before historical date". Hope that helps!
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Scott MacDonald
Tom Spindle: Ok. So if the transaction date of a manually entered check is edited to be after the integration date, it seems like it might become syncable.
Tom Spindle
Scott MacDonald: it could seem like that, but to avoid possible duplicate syncing or issues like that, it will not. The sync currently only considers the original transaction date. So for transactions with a date prior to the connection date, updating the date will not make them "Ready to sync". To sync those transactions they would need to be deleted and re-created with a transaction date after the historical connection date.