Loading Historical Transactions from QuickBooks to Cin7 Core

Cin7 Core normally loads new/updated data to and from QuickBooks during the syncing process between Cin7 Core and the accounting application.

In case there's a need to overwrite data from QuickBooks, the QuickBooks Integration page in Cin7 Core features a Load Historical Data function which allows loading of historical changes/documents/transactions from QuickBooks to Cin7 Core, starting from a specified custom date which must not be more than 30 days before the current date. Transactions up to one month old can be loaded.

Before you start

Load historical data from QuickBooks to Cin7 Core:

  1. In Cin7 Core, navigate to Integrations → QuickBooks integration.
  2. Click Sync History.

  3. On the QuickBooks Synchronization page, click the Load historical transactions button. Transactions up to one month old can be loaded.

  4. Select the starting date for the changes to be imported from QuickBooks, then click Start Sync.
  5. Once the sync process is completed, all historical changes/documents/transactions from QuickBooks will be loaded into Cin7 Core.

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