Getting Started with Online Sync

After you have registered for an account, you will receive an email from the service with your username and password. To begin using the service, follow the steps below.

  • Open Easy Books. If you have more than one business, choose which one you want to start syncing first by selecting it as the active business.
  • Click Online Syncing in the sidebar (or main menu on iOS), type your username and password and click Sign in.
  • Click Turn on.

Because you are just beginning to use the service for the first time, there will be no businesses already stored in your online account. This means Easy Books can start the upload immediately. You should see a progress bar as your data is backed up online. Look for the message "Up to date", showing the process has completed.

Easy Books Sync showing "up to date" message

Note: If you have already uploaded this business before, Easy Books gives different options depending on whether you want to re-download or re-upload. Make sure you understand the difference, as data can be lost in both cases. To find out which option to choose, see "Re-download or Re-upload?"

Congratulations! Your data is now backed up online. Should anything happen to your device, you can get up and running again quickly. Each change you make, whether adding a new customer, creating a sale, or entering an expense will be backed up immediately. If your device has no connection to the network, changes are queued to be sent later.

The Online Syncing screen within Easy Books shows the current status and a history of each change that has been sent to or received from the service. Look for the green light, and the words "Up to date". This indicates the app has nothing left in its queue to be sent, and that no new changes have been received from your other devices.

If you want to use the system purely for online backup, you don't need to read further. But if you want to use Easy Books on more than one device and keep all of them in sync with each other, refer to "Adding another device".