OpenSync is a lightweight and intuitive piece of software aimed mainly at individuals who work with QuickBooks, as it provides you with an easy means of synchronizing the information to and from various external databases.
The program features a simple and uneventful installation process, after which you can begin working with it, by loading an existing Access, SQL Server, MySQL Server or Oracle file. At the same time, you also have the option of creating a new database for any of the supported format.
Subsequently, you can add the 'Company' file that you want to synchronize, but keep in mind that the application requires you to have the targeted QuickBooks document open and you to be logged in as Administrator, in order to function properly, as you will need to confirm its integration.
After selecting the source and target locations for the data synchronization process, you can begin to create new tasks, by selecting the corresponding option from the context menu. You will then need to choose which are the 'Company File' and 'Database' that you intend to work with.
Next, you can opt for the 'Operations' that you want to be performed, between 'Populate From QuickBooks', 'Refresh From QuickBooks', 'Update to QuickBooks', 'Refresh and Update' or 'Refresh Report'.
Optionally, you have the possibility of scheduling the task, so it can be executed automatically, at user-defined intervals (daily, weekly, monthly), and on previously-set dates and hours. Otherwise, you will need to run it manually. Finally, you can give the task a name and save it, allowing you to execute it when required by clicking on the 'Run' button in the toolbar or selecting the equivalent option from the context menu.
To sum it up, OpenSync is a useful and handy synchronization utility that enables you to keep all your data updated in QuickBooks, regardless of the database platform that you prefer.