Syncing Prior Months Guide

Step One



Historical data or prior months may be synchronized via the Settings found on the left-hand navigation withinMX™ Merchant. Click “Settings,” then “QuickBooks.” It is important to note that only historical months containing payments or invoices are made available to select for synchronization. Syncing prior months may take several hours.


Step Two



Next, you will see a list of months available for synchronization. To sync a prior month, choose “Sync Month” and the prompt shown (above) will be displayed. Choose “Accept” to agree to the synchronization and any applicable fee.


Step Three



The status for the month selected will change to “Waiting to Sync” and will begin to synchronize once it is queued for processing.


Video


To review a video of these instructions, click below:

Video