How should I prepare my Sage Simply Accounting company to synchronize with Sage Billing Boss?

The following list of items should be considered before performing the synchronization to minimize conflicts.

Before you can perform this task

• You must have an Internet connection. Otherwise, you cannot connect to Sage Billing Boss.
• Cash-basis accounting is not supported. If Use Cash-Basis Accounting is turned on in the System settings, the synchronization will fail.
• Sage Simply Accounting currently only supports US-ASCII characters, whereas Sage Billing Boss supports a variety of character sets. If you have customer names or words in your Sage Billing Boss account that are not within the US-ASCII character set, that record or information will not synchronize with Sage Simply Accounting. Adjust the names accordingly for a successful synchronization.
• Be aware that Sage Billing Boss is able to handle multiple currencies. If you are using Sage Simply Accounting First Step, only one currency is allowed. If you need more than one currency, you need to upgrade to Sage Simply Accounting Pro or higher.
• Within the Company settings, you need to turn on the Allow Transactions in a Foreign Currency option if working with foreign currencies in Sage Billing Boss.
• 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.
• If a credit card was used in a Sage Billing Boss payment transaction, the same credit card type must also be accepted in Sage Simply Accounting; otherwise, the transaction will fail. In addition, if you manually entered a credit card payment in Sage Billing Boss, you need to set up a generic credit card named Credit Card in Sage Simply Accounting.

What do you want to do?

Synchronize a Sage Billing Boss account with Sage Simply Accounting

View Sage Billing Boss Sync settings 

Learn about Linked Accounts

Enter accepted credit cards in your Sage Simply Accounting company if not already completed