Change from a Manual Upload to a Software Sync

There may be occasions where you require to change from a manual upload to a software.  This may be where you have brought in prior year data manually or for Sage clients where you have changed to a manual upload following the prior year backup being restored and now have a new backup. 

1. Go to the Client Overview page for the client.
2. Click Edit Client on the top right.
3. Select the 'Sync' tab/section.  You will see that it says "Manually Uploaded".
4. Click the 'Set up sync' button.
5. Select the option at the top that says "Switch from manual uploading to an automatic synchronisation".
6. On the Synchronisation type dropdown, select the software you wish to use.  If it is a Sage client, you would select the appropriate Sage Version.
7. You should then start to type the client's location on the Sage drive, picking the correct office and company number (usually tqcompany.XXX for Torquay).
8. You would then enter the Username and Password.
9. Select an appropriate "Transfer date" to ensure that it is after the period that you have manually imported or previously sync'd the data for if applicable.  
10. Click Save Changes.