J.P. Morgan Next

After transactions have either been automatically staged or you have staged a sync by selecting transactions in J.P. Morgan Next, you can run that sync from the Sync Dashboard.

Note: The Sync Dashboard can only be used on Microsoft Windows devices.

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On your desktop, open the Sync Dashboard.

In the Sync Profiles window, select the company you want to sync [1]. 

All staged transactions will sync to QuickBooks Desktop.

After the transactions have been synced, you can view all transactions in Next. Successfully synced transactions display the Checkmark icon. Any transactions that experienced errors during the sync display the Error icon. Hover your cursor over the Error icon to view more information about the error.

1. On your desktop, open the Sync Dashboard.
2. In the Sync Profiles window, select the company you want to sync [1]. 
3. Click the Sync button [2].
 
 
4. All staged transactions will sync to QuickBooks Desktop.
5. After the transactions have been synced, you can view all transactions in Next. Successfully synced transactions display the Checkmark icon. Any transactions that experienced errors during the sync display the Error icon. Hover your cursor over the Error icon to view more information about the error.

Learn how to run the sync between J.P. Morgan Next and QuickBooks Desktop from the Sync Dashboard.

Run the QuickBooks Desktop integration sync

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Run the QuickBooks Desktop integration sync

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