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Intuit

Sync Manager Discontinuation for Recurring Payments Merchants on current versions of QuickBooks

What is happening?

  • Sync Manager support for recurring payments in QuickBooks Desktop will end November 3, 2016.  Your QuickBooks Desktop software will require a free update to make use of the new recurring payments functionality that does not utilize Sync Manager.
    • NOTE: It is strongly recommended you do a final manual sync of Sync Manager before updating QuickBooks. 
      • This is to ensure no transactions are missed during the transition to the new functionality.  
    • QuickBooks Desktop 2016 and QuickBooks Desktop Enterprise 16 will need to be updated to release R7 (or later), which is available now.

Is recurring payments being discontinued?

  • QuickBooks Desktop 2016 and QuickBooks Desktop Enterprise 16 should be updated now to release R7 (or later) to make use of the new recurring payments functionality that does not utilize Sync Manager.

How will recurring payments work for QuickBooks Desktop and QuickBooks Desktop Enterprise without Sync Manager?

  • QuickBooks will start to automatically download your recurring payments and associated invoices whenever you're connected to the internet. This will happen in the background and requires no setup other than updating your software. This will be a free update.
  •  How will my recurring payment information sync?
    • Customers and items will synchronize automatically every few seconds between QuickBooks and the recurring payments window.
    • New recurring payments and invoices that process will download automatically every few hours, or when you open QuickBooks.
  • What if my information is not syncing?
    • First, ensure you are logged into your payments account in QuickBooks.  Look in the upper right corner for a red key icon.  If it’s there, click it to login.

User-added image

- After logging in, you can force QuickBooks to sync by closing and reopening the software.

- Also, you can try closing and reopening the Merchant Service Deposits window to refresh the information.

  • Other improvements
    • An improved search now lets you find customers by entering any part of their name.  Searching for “do” will now find “Dorothy Smith” as well as “John Doe” and “Ricardo Powell"
    • If you specify different tax codes and rates to customers they will now be applied correctly on recurring payments.
  • NOTE: Once you have updated QuickBooks to the latest release, you can disable Sync Manager; it will no longer be needed.

 

How can I tell what version of QuickBooks Desktop I am using?

  • Open QuickBooks and press the F2 key on your keyboard. The Product Information screen will appear and the version and release number will be shown at the end of the top line:
  • The Release version for QuickBooks 2016 should be R7P or greater.

User-added image

When will the free update be available?

  • NOTE: It is strongly recommended you do a final manual sync of Sync Manager before updating QuickBooks.
    • This is to ensure no transactions are missed during the transition to the new functionality.  
  • QuickBooks Desktop 2016 and QuickBooks Desktop Enterprise 16 release R7 is available now.

 

How can I make sure I will get updates automatically?

  1. From the Help menu, choose Update QuickBooks.
  2. Click the Options tab.
  3. Select Yes for Automatic Update.
  4. In the Updates list, select Mark All.
  5. Click Save and Close.

 

How do I update my QuickBooks Desktop software?

  • Instructions on how to update are available here.

 

What if I need help when updating QuickBooks?

  • For QuickBooks Pro/Premier, call 1-877-223-4710.
  • For QuickBooks Enterprise, call 1-800-750-0477.

 

What happens if I don't update my QuickBooks software after Sync Manager is discontinued?

  • All existing recurring payments continue to process (your customers continue to get charged).
  • Setting up & managing recurring payments will only be available in the Online Service Center.
    • If you are an Intuit Payments customer, you can sign in with your existing payments account sign-in info.
  • Payments and invoices will stop syncing back to QuickBooks.
  • Only amount-only (non-itemized) recurring payments can be set up outside QuickBooks in the Online Service Center.
  • Customers added or edited in QuickBooks will not show up in the Online Service Center when you create recurring payments.
  • Your recurring payments transaction history will still be viewable in the Online Service Center.

 

Do I need to set up a new account in the Online Service Center?

  • If you are an Intuit Payments customer, you can sign in to the Online Service Center with your existing payments account sign-in info.

 

How does using recurring payments in the online service center compare to using recurring payments inside QuickBooks Desktop?

  • What remains the same:
    • If you are an Intuit Payments customer, you can sign in to the Online Service Center with your existing payments account sign-in info.
    • All existing recurring payments will continue to process, and your customers continue to get charged.
    • Your recurring payments transaction history will still be viewable in the Online Service Center.
  • What will change:
    • Setting up and managing recurring payments will only be possible from outside QuickBooks in the Online Service Center.
    • Payments and invoices will stop syncing back to QuickBooks.
    • Only non-itemized recurring payments can be set up outside QuickBooks in the Online Service Center.  These are amount-only - you cannot include individual service or product items.
    • Any customers added or edited in QuickBooks will not show up when creating recurring payments in the Online Service Center.

 

For more information, see our Discontinuation (Disco) of Intuit Sync Manager.

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