Accounting - Reset Integration
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This article provides an overview of how to reset integration between Vonigo and QuickBooks Online Company.
Reset QuickBooks Integration
To reset QuickBooks Integration, simply follow the steps below:
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Navigate to Business Unit
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Under the Accounting Settings, Navigate to QuickBooks Integration Setup
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Click the Integration Setup
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Under the Reset QuickBooks Integration, Select the Data for Synchronization
Note: Please note that this step must be performed after you connect to a new QuickBooks Online Company. This Reset QuickBooks Integration clears out all saved integration data.
Reset QuickBooks Integration Terms Explanation
Full Reset
Note: Full Reset is used when a QuickBooks Online Company or Xero Company is integrated.
Full Reset clears out all the saved integration data. This feature removes everything in the queue and adds transaction and non-transaction data to the queue. This is the option to choose when connecting a new QuickBooks Company. The "Starting From" date is used to determine which deleted items to restore, based on the work order schedule date.
COA
COA feature clears out all the saved integration data only for non-transaction data. This feature restores all non-transaction items to the queue but does not affect transaction items. Based on the work order schedule date, the "Starting From" date is utilized to decide which deleted items to restore.
Transactions
Transactions feature clears out all the saved integration data only for the transactions data. This feature restores all the transactions data from the specified date to the queue but does not affect the Non-transactions data. The “unbalanced” payments are not restored.
Clear (New from v3.85)
Note: The Clear option is available only to Vonigo Admins
The Clear feature will not clear out the Integration data. This feature removes everything in the queue. If the transactions remain in a pending status while using this feature, it can be re-exported. To re-exporting QuickBooks Online back here.