The Sync Team has a maintenance scheduled this Monday February 1st 10:00-11:30pm PST.
Customer Manager will still be available, however sync with QuickBooks may be unavailable during this time. You may receive an error that the server cannot be contacted - this is a normal and Sync Manager will retry and auto-correct once the maintenance is complete.
We apologize for any inconvenience. We will post updates here on the blog, check back for more details!
Update: The maintenance has been moved to this evening (Thursday February 4th) starting at 7:00pm PST.
Update: The maintenance was completed without incident.
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I would like to be able to check a box on prospects not to sync with QBC. In my accounting software, I only want my current clients. I would also like to be able to group my prospects into different catagories, for different types of solictations/keep in touch.