How do I sync automatically on a remote machine?

How to sync automatically on remote machines

Can I do auto sync on RightNetworks?

RightNetworks uses a shared server. RightNetworks logs out a user, after a few minutes of inactivity. You must log into RightNetworks and run the sync manually. You must get a private server to allow auto syncing.

Do you recommend a company that already have remote machines that perform auto syncing?

We work with Ace Cloud Hosting, which has private servers that meet these requirements.

How do I setup a remote machine?

On your remote machine, set up a user that's logged in twenty-four seven. If the machine goes to sleep, then no syncing will occur. If your remote machine performs a Windows update, then the machine must reopen the QuickBooks Web Connector. No one should log into the remote machine as this user, unless your IT department performs maintenance.

If the machine restarts, than reopen the QuickBooks Web Connector. QuickBooks can remain closed. Contact your IT department to set up and test this behavior. It is beyond the scope of our support to set-up a remote machine.

If I go into single user mode in QuickBooks, what happens?

No syncing will occur. You must enter multi-user mode. The QuickBooks Web Connector will retry the sync, once you enter multi-user mode and the sync interval has passed.

How do I set up QuickBooks?

You must make another full access user for Connex for QuickBooks. No one should log in as this user, unless IT is performing maintenance. Here are the steps:

1. In QuickBooks Desktop, go to company > users > set up users and roles.
2. Click new.
3. Use full access as the role type.
4. In the user name field, enter Connex.
5. In QuickBooks, go to edit > preferences.
6. Click integrated applications > company preferences.
7. Next to Connex, click properties.
8. Select allow this application to read and modify this company file.
9. Select allow this application to login automatically.
10. As the user, enter Connex. This means the Connex user will sign in, when the file is closed:

How do I set up Connex?

Here are the steps:

1. In QuickBooks, press F2.
2. Copy the company file path.
3. Go to https://connexforquickbooks.com/settings/order/advance.
4. Under the company file setting tab, copy paste the path from QuickBooks:

How do I test?

Here are the steps:

1. Open the QuickBooks Web Connector on the remote machine.
2. Set the auto sync interval to five minutes.
3. Close the QuickBooks completely on the machine that auto syncs.
4. Open QuickBooks on another remote machine and do not login as Connex.
5. In QuickBooks, open a sale that already exists in ShipStation.
6. Make a minor change to the sale, like the notes field, and click save.
7. Delete the change and click save. This will cause Connex to resync the sale.
8. Wait six to seven minutes.
9. Log into Connex.
10. Go to sync activity.
11. Check the messages log. It should say that the ShipStation sale already exists.
12. Once complete, set the web connector interval to ten minutes.