To resolve this error, take the following steps:

  1. Make sure that both the Sync Manager and QuickBooks Desktop are running.
  2. Make sure that the Sync Manager is installed in the correct location. The Sync Manager should be installed in the same location as your QuickBooks application. If QuickBooks is installed on your local desktop, the Sync Manager should be too. If QuickBooks is installed on a remote server, the Sync Manager should be installed there instead.
  3. Make sure that the Sync Manager's status is "Connected."
  4. If the Sync Manager status already shows as "Connected," click Edit and Save to refresh the connection and try syncing your policy again. 

If the error persist, double check that the token you see in the Sync Manager matches the token in your connection settings:

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