Each accounting platform in the Rules Engine (QuickBooks, ZohoBooks and Manual) has its own area. At the bottom of that area's left menu are the buttons that sync a client's data from QuickBooks or ZohoBooks and reset a client's transactions. Each button works on the client you have selected.

Who can use it

Client users (the logins your clients use) cannot open the Rules Engine.

Where to find the buttons

1. In the top menu, open Rules Engine and choose QuickBooks, ZohoBooks or Manual.
2. The left menu shows Transactions, Rules and Settings. The buttons are at the bottom of this menu.

The buttons are:

• Sync Quickbooks Data or Sync Zohobooks Data (QuickBooks and ZohoBooks only)
• Reset Transactions (all three platforms)
• Reset Manual Data (Manual only)

The left menu, and the buttons with it, is hidden while you are in Initial Setup.

Selecting a client

Before you use a button, select the client in the client list on the left side of the screen. You can find a client with the Search Clients box.

Syncing QuickBooks or ZohoBooks data

Select a client, then click Sync Quickbooks Data or Sync Zohobooks Data.

• QuickBooks: LedgerSync reads the client's accounts, vendors and classes from QuickBooks again.
• ZohoBooks: LedgerSync reads the client's chart of accounts and vendors from ZohoBooks again.

When the sync finishes, you'll see a message that the data has been synced successfully. If the sync fails, you'll see an error message instead.

If you click the sync button without a client selected, LedgerSync tells you to select a client first and offers to start Initial Setup.

The Manual area has no sync button.

Resetting a client's transactions

Reset Transactions clears the categorization of the client's transactions that have not been synced and are not excluded or pending, and moves them back to For Review. It only covers transactions from Mastercard bank connections. It also removes the client's global category mappings for that platform.

1. Select a client.
2. Click Reset Transactions.
3. A warning explains that the client's global category mappings will be removed. Click Reset and clear mappings to continue, or Cancel.
4. When the reset is done, you'll see "Transactions have been reset".

After a reset, global rules stop applying to this client until you map its categories to global categories again.

What happens next depends on the platform:

• QuickBooks and Manual: LedgerSync runs the rules on the reset transactions again in the background. If the client has no transactions to reset, nothing changes, and the global category mappings stay as they are.
• ZohoBooks: The categorization and the global category mappings are cleared, and the rules are not run again automatically. The mappings are cleared even when the client has no transactions to reset.

Transactions already synced to your accounting software are not changed by a reset.

Clearing and resetting selected transactions

To clear the payee and category on just some transactions and run your rules on them again, use Clear & Reset. In the QuickBooks area, LedgerSync then re-applies the rules to those transactions automatically.

1. Open Transactions in the left menu and choose For Review.
2. Select the transactions you want to clear. The Clear & Reset button appears with the other actions above the list.
3. Click Clear & Reset. LedgerSync asks you to confirm: "Clear the selected transactions? Their rules will be re-applied automatically."

After you confirm, you'll see one of two messages:

• "Transactions were reset. Rules are being re-applied..." The list stays as it is while LedgerSync waits for the rules to finish.
• "Transactions were reset". The list reloads straight away.

While the rules are being re-applied, the page waits up to 5 minutes for them to finish. It stops waiting if you leave the page.

When the wait ends, the list reloads and you'll see one of these messages:

• "Rules re-applied." when everything worked.
• "Some transactions could not be re-categorized. Please contact support." if part of the re-applying failed.
• "Rules are still being re-applied. Refresh the page in a few minutes to see the results." if the 5 minutes run out or LedgerSync cannot check the progress.

Resetting Manual data

In the Manual area, Reset Manual Data deletes the selected client's Manual vendors and categories. LedgerSync asks you to confirm first. When it's done, you'll see "Manual vendors and categories have been reset".

Note: If you click either reset button without a client selected, you'll see "Please select a client first".