Sync Dashboard upgrade

To make sure your sync continues to run smoothly, always use the most up to date version of the Sync Dashboard.

Current sync dashboard version number: 3.4.0.0

Notes:

• The sync dashboard requires Microsoft .NET framework 4.6 to run properly. If on .NET framework 4.7 or later, 4.6 may still need to be manually enabled.
• The sync dashboard has been verified to be compatible with QuickBooks Desktop 2014 and later, but may still work with older versions

Jump to:

• Find the version number of your sync dashboard
• Upgrade Sync Dashboard
  • Installed on local computer
  • Installed on Server
  • Installed on Hosted Server
• Things to know

Find the version number of your sync dashboard

1. Open the sync dashboard
2. Select About

Upgrade sync dashboard

The sync dashboard needs to be installed in the same location as the QuickBooks program for the 2 applications to communicate with each other.

The install will automatically detect and remove the older version that was previously installed.

Installed on local computer

System Requirements: Windows 7 with service pack 1 or newer

To upgrade the sync dashboard installed on your local computer:

1. Close QuickBooks
2. Download the Quickbooks Desktop sync dashboard(~988 KB)
3. Once you've downloaded the program, select the .exe file and it'll detect the older version
4. Select Ok to remove the older version
   
   
5. Select Yes to confirm
   
   
6. Select Ok to exit uninstall
   
   
7. Select Next to start reinstall
   
   
8. Select the drive the QuickBooks program is installed on
9. Select Install
   
   
10. Select Finish to confirm installation completion
    
    

Installed on Server

System Requirements: Windows server 2008 R2 and up

The upgrade will need to be done by someone that has administrative rights to download and install programs to that server. Forward steps 1-10 from above to them.

Installed on Hosted Server

System Requirements: Windows server 2008 R2 and up

The upgrade will need to be done by your hosting provider administrator. Forward steps 1-10 from above to them.

Things to know

• If there are multiple users that run the sync, the sync dashboard will need to be upgraded for each user
  • If the sync dashboard is installed on multiple local machines, an upgrade is required for each machine
  • If the sync dashboard is installed on a shared server environment, contact your server administrator or host provider to perform the upgrade as they'll configure the specifics on how the dashboard is set up