After initial data transfer from Sage 50 (formerly Peachtree) to BillQuick, user is not able to transfer invoices, payments and vendor bills from there.
There can be several reasons for the data transfer to fail.
- The associated data may not have been transferred to BillQuick prior to getting invoices, payments and vendor bills. Specifically check if the clients and projects related to these transactions have been transferred to BillQuick.
- The Sync Settings filters may not be set up correctly. You might have set a date filter that does not include these transactions.
- Your Sage 50 (Peachtree Accounting) period may not match the Get Data criteria in the Sync Settings. For example: you have an accounting period set to 01/01/2018 - 12/31/2018 in Sage 50 (Peachtree) and you are trying to get invoices, payments and vendor bills that fall between 01/01/2019 and 06/30/2019. In this case you need to make sure that the Accounting Period in Sage 50/Peachtree is set to 01/01/2019 to 06/30/2019.