To make sure your sync continues to run smoothly, always use the most up-to-date version of the Sync Dashboard.

Current sync dashboard version number: 3.1.0.1

The following steps will guide the server administrator or hosting provider server administrator on upgrading the Sync Dashboard program.

System Requirements:

• Windows server 2008 R2 and up
• Requires Microsoft .NET framework 4.6 to run properly. If on .NET framework 4.7 or later, 4.6 may still need to be manually enabled.
• The sync dashboard has been verified to be compatible with QuickBooks Desktop 2014 and later, but may still work with older versions.

Steps

1. Download the QuickBooks Desktop sync dashboard (~980 KB)
2. Once you've downloaded the program, double select the .exe file and it will detect the older version
3. Select Ok to remove the older version
4. Select Yes to confirm
5. Select Ok to exit uninstall
6. Follow the prompts to install the new version to the server where the QuickBooks program is installed
7. Select Install
8. Select Next to confirm installation completion
9. Create a shortcut to the program for each user who will need to have access to the Bill.com Sync Dashboard

A Bill.com user, in an administrator or accountant role, can now set up the sync for the first time.