How to set up a company file for Syncing with Intuit's online Applications

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. This feature is available only for QuickBooks 2009 or later.

During setup, you will have to choose an Intuit Account to log in. You will also have to select an online business profile to associate with your company file. At this stage, you need to log in with the same Intuit Account that you used to subscribe to the online application.  In addition, you must select the same online business profile that you created when you signed up for the application.

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:

Please ensure that you have the latest Intuit Sync Manager by turning on QuickBooks update.

1. In QuickBooks Pro/Premier, go to Online Services > Set Up Intuit Sync Manager. In QuickBooks Enterprise Solutions, go to Online Solutions > Set Up Intuit Sync Manager.
   
   Note: You must be logged in as the Admin user of your QuickBooks company file for this option to be available. If the Setup Sync Manager option is not available, then you are not currently logged in as the Admin user.
2. Please sign in with your Intuit Account on the login window that appears.
3. Next window displays the list of online business profiles you have created while signing up for the application. Choose the profile with which you want to associate this company file.
4. Click ‘Start Sync Now’ button.
   Intuit Sync Manager will start uploading your company file data to Intuit online services and inform you when it is complete. At this point, you have successfully set up your company file for sync from this computer.
   After the set up is complete, you will not see ‘Set Up Intuit Sync Manager’ menu item in QuickBooks. Intuit Sync Manager will start syncing your company file in the background and you can continue to work on QuickBooks. If you want to access Intuit Sync Manager, you can do so using the menu option:
   • QuickBooks Pro/Premier, Online Services > Manage Services > Launch Intuit Sync Manager
   • QuickBooks Enterprise Solutions, Online Solutions > Manage Solutions > Launch Intuit Sync Manager