I. Enable Your Account for Sync Download
II. TradeAccountant™ Setup
Account Setup Details:
III. Import Your Data
About the Sync Process:
Although this process saves numerous steps there is benefit in understanding what happens. A few decisions on your part can save time.
The Enable Sync Download Step:
If this is the first Sync download request, the server may require initialization. Follow the "Enable Sync Download" step above. If the server is busy (like during the peaks of tax season) allow a bit more time for the server to finish its process. The exact time is unknowable.
The First Sync Download:
The first download requests a large date range. The download time required depends on the amount of data. If the request is too large and the server is busy then the process might time-out.
To reduce the amount of data in a request, change the date range of the request. From the Sync menu, Sync/Change Date Range. Select "Manuel" Sync mode and reduce the number of days requested. When finished return to this menu and change the setting to Automatic.
The Sync Download Steps:
Importing a File:
You can download a "Money" file and import it. This file is adjusted for cancelled trades. It is the easiest file to import because there is enough information to guide the necessary decisions.
You can also import a .QIF or .CSV but each are a bit more work. View our training videos for more details - Click Here
IV. Recent Support Issues (revised 01/30/2007):
In January there was an issue with Sync import that resulted in a Username/Password error. The team has resolved the issue! If you encounter this error after following the above instructions please send e-mail to the address below so we can investigate.
If your download times out it is because the server is to busy for the size request. See "The First Sync Download" instructions above.
Schedule D Sales does not match my 1099 Sales:
There can be numerous reasons for this. TradeAccountant automatically matches Opening trades with Closing trades and allows you to match specific trades (see Groups Menu/Manual Groups) but there are typically issues with the data. TradeAccountant has many tools that allow you to examine and reconcile your transaction data to generate an accurate Schedule D. Select the Tools menu or select "Reconcile Gain/Loss" from the banner. Also view the training videos for more details - Click Here
Send e-mail if you encounter any problems. firstname.lastname@example.org
Copyright 2001-2007, Sync Essentials Inc.