Prerequisites
Before you begin, ensure the following:
You have Admin access to make the necessary changes.
Step-by-Step Instructions
1. Access Admin Mode
Log in to your account and switch to Admin.
2. Navigate to General Settings > Configurations
Select General Settings from the main menu > Configurations
Go to Business Unit.
3. Edit Business Unit Settings
Click on the edit icon next to the business unit linked to the document in sync error.
4. Set Up Default Accounts
Under Integrations, set up the Default Shipping Account and the Default Tax Account.
Click Save Changes to apply the updates.
5. Open the Document
Open the document that was in sync error.
6. Send for Integration
Go to Actions and click on Send for Integration to resolve the sync issue.
FAQ
What if the issue persists after sending the document for integration?
If the sync issue continues, ensure your Default Shipping Account and Default Tax Account are properly set up. If needed, contact support for further assistance.