When syncing vendor data between Adaptive and QuickBooks (QB), you may encounter errors due to duplicate entries, misspelled vendor names, or pre-existing profiles in both systems. This guide provides detailed steps for identifying, resolving, and preventing these errors, as well as verifying that the synchronization issues have been corrected.
Common Cause of Vendor Sync Errors
Sync errors often occur when:
Vendor profiles are created separately in both Adaptive and QuickBooks, causing duplicate entries.
Vendor names are misspelled or inconsistent between Adaptive and QuickBooks.
These discrepancies prevent proper synchronization and can result in invoices not being matched to the correct vendor.
Steps to Resolve Sync Errors
Follow these steps to resolve issues caused by duplicate or misspelled vendor entries:
Correct Vendor Names: - Identify vendors with inconsistent or misspelled names. Update the vendor name in either Adaptive or QuickBooks to ensure both systems have matching entries.
Delete Duplicate Vendors: - Locate duplicate vendor profiles in Adaptive. To prevent conflicts, remove any duplicate entries. You can do this by contacting Support and requesting that they delete the duplicate vendor profile.
Run the Web Connector: - Use the web connector to sync the updated vendor information between Adaptive and QuickBooks. - Ensure all records are synchronized.
Verifying Successful Synchronization
After resolving the issues, verify that the vendors have been properly synced:
Refresh the vendor list in Adaptive.
Confirm that the vendor list in Adaptive matches QuickBooks.
Ensure that all records appear as expected, with no duplication or missing entries.
Preventing Future Sync Errors
To avoid similar issues in the future:
Create vendor profiles in only one system (either Adaptive or QuickBooks).
Regularly review vendor records for consistency.
Always run the web connector after making changes to ensure synchronization.
Following these steps will help you manage and prevent synchronization issues effectively, enabling seamless operation between Adaptive and QuickBooks.
If you have any questions or want to share feedback, feel free to reach out at [email protected].