How do I sync automatically on a remote server with multiple users?

Get a private server to auto sync with ease

Problem

You cannot sync automatically.

Description

You have multiple machines. The web connector signs into QuickBooks, when the file is closed on machine 1. On machine 2, you are signed in as the same user. The web connector tries to sign in, but cannot because you are already signed into QuickBooks.

Can I automatically sync, if I am in single user mode?

You must be in multi-user mode to sync automatically. Bank feeds, payroll, or any single user mode task will cause a sync failure.

Solutions

Create a new user

Read this guide on creating a new user in QuickBooks with the proper permissions. Next, follow these steps:

1. Sign into QuickBooks.
2. Go to edit > preferences > integrated applications.
3. Next to Connex, click properties.
4. Change the user.

Never sign into this user directly. This user is only used by the web connector.

Is there a demo?

Here is a demo:

What host do you recommend?

Get a private server that keeps the user that paired Connex logged in all the time. We recommend Ace Cloud Hosting.

• If the machine reboots, due to a Windows update, Ace Cloud will restart QuickBooks and your web connector.

For more details, please read our auto sync and manual syncing guides.

Can I auto sync with RightNetworks?

As a workaround, you can pair as multiple users and one user must sign in to sync.

Although Right Networks is a less expensive solution, it is more difficult to sync compared to a private server.