Resolve Sync Issues

Updated on 02 Mar 2022
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The synchronization of data from your accounting system into Credit Hound is important as without the latest accounting data, Credit Hound could chase invoices that have already been paid. This article talks you through the steps to take to troubleshoot and resolve synchronization issues.

On-premise Accounting Systems

On-Premise based accounting systems use the Credit Hound Connector Agent. These accounting systems include:

Sage 50 US/Canada
Sage 100
Sage 200

Credit Hound Connector Agent Connectivity

Please make sure the computer where the Credit Hound Connector Agent is installed is turned on, has an internet connection and you can login to your Accounting System.

Refresh Login Credentials

You may need re-enter your login credentials for your connected company in the Credit Hound Connector Agent.

Please launch the Credit Hound Agent from your Start Menu.

Once in, go to Accounting Connectors and select your company
Click Edit

Click Login

Re-enter the email address and password you used to sign up to Credit Hound and click Sign In

This will refresh your connection to Credit Hound.

Check Accounting Company Settings

You can follow the steps above to also ensure your connection details to your Accounting System are correct. In the Accounting Connector Configuration screen, under Accounting Company Settings, check the credentials and click Test Connection.

Sage 50 US - Upgrade

When upgrading your Sage 50 US system, sometimes the Access From Outside Sage 50 Peachtree password gets reset to the option ‘None’. If this happens, Credit Hound will be unable to communicate with the Sage 50 US data.

To resolve this, please select the option to the ‘With the following information’ and ensure a suitable password is set US

Password Change

If you do change the password after the upgrade, ensure you update this password in the Credit Hound connector

Once in, go to Accounting Connectors and select your company
Click Edit
Under Accounting System Settings, update the password and click Test Connection followed by OK.

See the help section, Configure Sage 50cloud Accounting, for further details.

Cloud-based Accounting Systems

Follow these sync troubleshooting steps for cloud Accounting Systems like Sage Business Cloud Accounting or Sage Intacct.

Refresh Login Credentials

If you recently changed your login credentials, you will also need to update these in Credit Hound. You can visit the Company Settings page to update your login credentials.

How to get to Company Settings

Company Settings can be found under the Settings cog icon in the top-right hand corner of the screen. Click on the icon and when the menu appears click on Company Settings.

Once there, check your Accounting Connector status and click Login.

If you have an Inactive Connection

Go to the Company Settings page to verify your connection to your accounting system status is Active. If the Status is Inactive, please attempt to login on this page again.