Manually Sync a Xero File

Overview

The syncing user for a Xero location may manually sync/update the data from their Xero file. Stipulations allow for no more than 1 sync per hour, with a maximum of 3 manual syncs per day. 

Manually Sync a Xero File

Step 1. The Qvinci syncing user for the Location logs in to their Qvinci account at www.Qvinci.com.

Step 2. Navigate to the Manage > Entities menu.

Step 3. The Entity Syncer clicks on the location they wish to sync Xero data to.

Step 4. If the Sync Now button appears, the user may manually sync their Xero file to Qvinci.

Step 5. If the Sync Now  button does not appear, the user must wait until the allotted time has passed so that they may manually sync again. Stipulations allow for no more than 1 sync per hour, with a maximum of 3 manual syncs per day. 

Step 6. The user must refresh the page to see when the sync has completed.

Upon completion the user may view reports from the Reports and Libraries menu.

Have Questions?
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