Sage Intacct sync: Transactions Aren't Syncing after Initial Sync

Why the issue occurs

This issue occurs when the J.P. Morgan Digital Banking Cashflow360 Sync Preferences are incomplete.

How to Fix the issue

To resolve the issue, complete the Sync Preferences in J.P. Morgan Digital Banking Cashflow360:

In J.P. Morgan Digital Banking Cashflow360, select Settings
Under Sync, select Preferences
Verify that all required fields have been set
Select Save
Sync again

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FAQ

What a customer sees when charged for a payment Charging a customer Vendor not connected yet Updating a vendor's bank information Managing Vendor payment methods Setting up and using the Network Payment timing - Payables Applying vendor credits Check payments Processing Items from the Inbox

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