Data from your accounting partner syncs to Uptick on a set schedule, typically overnight. However, you can trigger a manual sync at any time. Records created in Uptick are pushed to your accounting partner immediately upon dispatch or by clicking "Create new" in the Integration section.

You can perform two types of manual syncs:

Yes, you can connect multiple accounting organizations to a single Uptick workspace. One must be set as the default, while others can be manually selected on specific billing cards to ensure correct syncing.

Occasionally, the accounting partner integration may not work as intended. Common alerts include error messages related to token expiry, invalid grants, or authorization failures.

To resolve this:

If a record (like an invoice) was created in Uptick and has already synced to your accounting partner:

Uptick supports GST, Standard VAT, Reduced Rate VAT, Zero-Rated, and Tax Exempt codes across all standard integrations.

However, there are some exceptions:

For users in the United States, Uptick sends the billing address to your connected accounting system, which then determines the correct tax rate based on the location. Uptick itself does not calculate tax rates, so invoices will show either "TAX" or "EXEMPT".

Due to a limitation in Xero's API, Uptick can only sync contacts that have at least one invoice (for billing cards) or one bill (for suppliers) raised against them.

To resolve this, create a $0 invoice or bill for the contact in Xero and then run the sync again in Uptick.

This error means the authentication token connecting Uptick and Xero has expired and failed to refresh automatically. While the token should refresh automatically, it can sometimes fail.

How to fix it:

The quickest fix is to disconnect and reconnect the Xero integration. This is safe and will not create duplicates if you authorize the same Xero company.

Good to know: Xero refresh tokens are valid for 30 days. If you receive an invalid_grant error, it's likely the token has expired and failed to refresh automatically. Reconnecting the integration establishes a new, valid token.

This error occurs when trying to push an invoice to a contact that has been archived in Xero. Archived contacts in Xero cannot have new transactions created against them.

How to fix it:

Xero's platform has a limit of two active tracking categories at a time. This is a limitation of Xero's platform and applies to all integrations, including Uptick.

Yes, this feature is available exclusively for Xero users. Please contact the Uptick support team for a quote to add this functionality to your email templates.

Uptick's integration is fully compatible with MYOB Business, which includes the formerly separate AccountRight and Essentials products. In 2021, MYOB merged AccountRight and Essentials into a single product called MYOB Business.

Uptick integrates only with MYOB's Service invoice layout, not the Item layout.

This error indicates that the authentication credentials are invalid or have insufficient permissions. Try reconnecting the integration using an MYOB user account with higher permissions.

This error means a billing card with the same Card ID (Reference in Uptick) already exists in MYOB. To resolve it, update the Reference field in Uptick or the Card ID in MYOB to ensure they are unique, then sync again.

This error occurs when a field on the Uptick Billing Card, such as Attention (Contact Person) or Reference (Contact ID), exceeds MYOB's character limit. The error will display in the Integration section of the Billing Card, specifying which field is affected. Shorten the content in the specified field and retry the sync.

A QuickBooks Plus subscription is strongly recommended for full compatibility. Lower-tier plans may have limitations, such as the inability to sync products, which affects invoicing and purchase orders.

Unlike other integrations that use account codes per line item, QuickBooks requires a Product/Service for each line. When pushing products to QuickBooks, you must provide income, expense, and inventory account codes. The inventory code is configured using a Product custom field in Uptick with the key asset_account_code.

This error occurs when custom transaction numbers are enabled in QuickBooks, conflicting with Uptick's numbering. To resolve this:

This error typically happens if you have custom tax rates in QuickBooks named "Tax" or "Non". To fix this, rename or deactivate these custom rates in QuickBooks and then try pushing the invoice from Uptick again.

In Business Central, dimensions are used to classify and analyze financial data (e.g., by department, project, or region). In Uptick, these are referred to as tracking categories.

No, the Sage 50 integration is only available to customers in the United Kingdom.

The Sage 50 integration connects to Uptick via our partner, HyperExt, and requires additional software to be installed on a local on-premises computer. There is an ongoing fee for this integration.

To begin the setup process and receive pricing details, please contact our support team at [email protected]. Once provided with a URL and API Key, follow the connection steps outlined in the Accounting Integrations in Uptick article.

Yes, the default tax code for a customer is stored on their Uptick Billing Card. This ensures that invoices generated in Uptick automatically use the correct tax type for that customer.

The Sage 50 integration includes an ongoing fee. Reach out to [email protected] for pricing details.

No, you can stay in Multi-User mode when integrating with Uptick. Unlike some other software solutions, Uptick does not require you to switch to single-user mode. However, you must be signed in as the Admin on the computer that is used for QuickBooks Desktop the most.

No, QuickBooks Desktop (QBD) does not need to be running at all times. However, the Web Connector itself must remain open and running.

While we recommend keeping QBD open for significantly faster sync times, closing it will not result in an error.

CRITICAL: NEVER set any value in the "Every_Min" field. Only tick the "Auto-Run" checkbox.

If you ever see a number in the "Every_Min" window, the connection will never run smoothly. If this happens, please contact [email protected] to reset the integration.

This error is likely due to a previous unsuccesful attempt to connect QBD with WebConnected.

Solution: Follow the steps in this article to remove Uptick as an app from the Web Connector. After removal, you can re-open the config file and move forward with the connection steps.

If all steps were followed correctly and you had a successful connection before, this means the Web Connector is currently turned off.

Important: There is no error when the connector is off—it simply shows as "Not connected." Check that your Web Connector application is running and the Auto-Run setting is enabled.

This issue is likely due to having both a Sales Tax Code and a Sales Tax Item with the same key value in your QuickBooks Desktop file.

Solution: Review your QuickBooks Desktop setup and ensure that Sales Tax Codes and Sales Tax Items have unique identifiers. Update any duplicate key values to resolve the sync error.

The Sage 50 integration includes an ongoing fee. Reach out to [email protected] for pricing details.