The sync task now determines the filter start date for querying transactions to be synced to QuickBooks Online (QBO) using two elements:

• The Enable Date (formerly known as Filter Start Date in the UI)

• The configured Sync Period

The Enable date is the date that will control the date from which Finale will sync records from your Finale Inventory account into your QuickBooks online account.

How it Works

• If the Sync Period is set to any value other than "from the enable date":
  A dynamic date is calculated based on the selected option.

  • If the Enable Date is not set, only transactions with record_date greater than or equal to the calculated date will be synced.

  • Example: If the sync period is "beginning of the previous month" and the Enable Date is empty, only transactions with record_date >= 2025-03-01 will be synced.

• If both Sync Period and Enable Date are set:
  The sync task uses the most recent (maximum) of the two dates.

  • Example: If the Sync Period is "beginning of the previous month" and the Enable Date is 2025-03-15, only transactions with record_date >= 2025-03-15 will be synced.

• If the Sync Period is set to "from the enable date":
  Only the Enable Date is used to determine the filter start date.

  • This replicates the previous behavior in production.

  • If the Enable Date is empty, all transactions will be considered for syncing.

Back to Top