MineralTree shows "Connected" but not synching

Follow

Audience: Accounting Manager and ERP Admin

Summary: How to disconnect from your accounting system if you notice that MineralTree appears to be connected, but your sync is not current. 

Please note: This article is only referring to cloud connectors. If you have a connector installed on your desktop or server, the sync status indicator will only show Connected if your sync is up to date.

 

Disconnect from your accounting system

  1. Log into MineralTree as an Accounting Manager.
  2. Navigate to Settings > Company Profile
  3. Click "Disconnect from [accounting system]"

Screen_Shot_2019-03-29_at_11.37.33_AM.png

Reconnect to your accounting system

Once you are back on the dashboard, re-connect by clicking on the Sync Status Indicator on the top right of your dashboard.

Screen_Shot_2019-03-29_at_11.39.59_AM.png

Enter your accounting system credentials based on the relevant instructions below, if prompted. 

 

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.