How do I fix conflicts when synchronizing with Sage Billing Boss?

The following conflicts may occur when synchronizing with Sage Billing Boss:

Cannot connect to Sage Billing Boss

Ensure that you have an Internet connection.

If you have an Internet connection, the Sage Billing Boss servers may not be responding. Try to synchronize with Sage Billing Boss later.

Unrecognized characters

If a record in Sage Billing Boss contains characters that are not within the US-ASCII character set, that record will not synchronize with Sage Simply Accounting. An example of characters that are not within the US-ASCII character set would be Han characters used to represent Chinese, Japanese, etc.

You must change the record in Sage Billing Boss and then try to synchronize again.

Taxes not set up in Sage Simply Accounting

Taxes are handled differently in Sage Billing Boss and Sage Simply Accounting. In Sage Billing Boss, it is possible to set up three taxes, which consist of a name and rate. In Sage Simply Accounting, taxes and tax codes are used. A tax code contains one or more taxes and their corresponding rates. Both Sage Billing Boss and Sage Simply Accounting allow for taxable tax.

For a successful synchronization of invoices, any sales taxes that exist in Sage Billing Boss invoice must have a corresponding tax code in Sage Simply Accounting. This tax code must contain a tax with the same name and rate as in Sage Billing Boss. For example, if the Sage Billing Boss invoice contains a tax named ABC that has a rate of 7%, you must have a tax code in Sage Simply Accounting that contains a tax named ABC with a rate of 7%. If the Sage Billing Boss invoice contains two taxes, DEF and GHI, and their respective rates are 5% and 7%, Sage Simply Accounting must contain a tax code with the same taxes and rates. In addition, if there are taxes in Sage Billing Boss for tax exemptions and non-taxable items, you must also ensure that there is a tax code set up in Sage Simply Accounting with the same name and rate.

Credit card not set up in Sage Simply Accounting

If credit cards are set up in your Sage Billing Boss account but not set up in your Sage Simply Accounting company, any record using that credit card will not be synchronized. You must set up that credit card in Sage Simply Accounting and then try the synchronization again.

Invoice not within allowable date range

Sage Simply Accounting downloads and synchronizes invoices from Sage Billing Boss that are within the current fiscal year and previous fiscal year. Any invoice that is not within the allowable date range is recorded in the log.

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