Syncing between devices

Katie's Avatar

Katie

30 Oct, 2011 06:38 PM

I have tried to buy the (rather expensive) add-on to enable me to switch between devices. I have tried to buy it, but when asked for payment, it asks me for my apple ID except it's not the ID username that I use. Then, when typing in my password, it keeps telling me that my password is wrong too. Help.....!!???

  1. Support Staff 1 Posted by Mathew on 31 Oct, 2011 05:01 PM

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    Is this the Apple ID for the purchase?

    I know Apple requires people to use the same Apple ID for the in-app purchases as they used for installing the app, if that helps.

    Mathew

  2. Mathew closed this discussion on 31 Oct, 2011 05:01 PM.

  3. katie fox re-opened this discussion on 31 Oct, 2011 06:13 PM

  4. 2 Posted by katie fox on 31 Oct, 2011 06:13 PM

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    Yep I know, except I don't use an apple ID, I use my normal email.

    Sent from my iPhone

  5. Support Staff 3 Posted by Mathew on 01 Nov, 2011 10:04 AM

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    Do you mean your email address is your Apple ID? That's okay, but I'm just trying to get as much detail as I can to help.

    Can you walk me though each step that leads to your problem please? If your password for your Apple ID is incorrect I'm afraid I can't do anything about that; you'll have to use the Apple "forgotten password" link.

    If you're talking about the Online Sync service, this isn't connected to your Apple ID. We provide this service ourselves, and you'll have chosen a username when you registered and been sent a password in an email from "[email blocked]".

    Mathew

  6. 4 Posted by katie fox on 01 Nov, 2011 10:28 AM

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    Thank you for your email. Don't worry, I think it's Apple I'm having a problem with. Every time I change my Apple ID, the next time I try to use it I am told password not recognised, so enter old password & then told can't use it as used within the last 12 months. When things work it's brilliant. When it doesn't I can't find the right place to get help. Hey HO.

    Many thanks anyway. But cannot purchase anything till I can sort it out!!

    Regards,

    Katie

    Sent from my iPhone

  7. Support Staff 5 Posted by Mathew on 01 Nov, 2011 10:50 AM

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    Understood! I had the same thing a while ago. I couldn't make any purchases until I'd changed my Apple ID password, which I suppose is so Apple can send out an email to verify you have access to that email address.
    I hope you get it sorted out, (but not just so you can buy Easy Books!)
    Mathew

  8. Mathew closed this discussion on 01 Nov, 2011 11:32 AM.

  9. katie fox re-opened this discussion on 15 Nov, 2011 11:19 PM

  10. 6 Posted by katie fox on 15 Nov, 2011 11:19 PM

    katie fox's Avatar

    Have now bought syncing so I can use iPhone & iPad. Except I can't work out how to do it!!??

    Sent from my iPhone

  11. Support Staff 7 Posted by Mathew on 16 Nov, 2011 11:32 AM

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    Did you already register for a Sync account? If not, go to the sync settings in the app, and choose the "sign up" option. Register with a username and your email address and you should receive an email back with an attachment. Tap the attachment and open it in Easy Books. This will enter your password for you, so you don't need to bother typing it.

    Then you can just turn on syncing for your business on one of the devices, and on the other go for the download option. For full details, see http://www.easybooksapp.com/sync. Read this and scroll to the bottom for more links to help (getting started etc.).

    Mathew

  12. 8 Posted by katie fox on 16 Nov, 2011 03:21 PM

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    I registered username etc but don't appear to have received the reply email you mentioned. Help!!

    Sent from my iPhone

  13. Support Staff 9 Posted by Mathew on 16 Nov, 2011 06:32 PM

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    It seems as though you have an iPhone and iPad already connected to the service, so I assume you found the email with the login details.

    Can I close this issue?

    Mathew

  14. 10 Posted by katie fox on 16 Nov, 2011 06:46 PM

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    Then why can I not get the details from my iPhone onto my iPad?

    Sent from my iPhone

  15. Support Staff 11 Posted by Mathew on 16 Nov, 2011 07:47 PM

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    Could you try this?

    On the iPhone, I think it has a business called Katie Fox on it. Can I assume this is the one you would like in sync with the iPad? If so, then run Easy Books on the iPad and add a new business. To do this, tap on the business name on the iPad, then on the + button at the top right to add a new business. You're going to add a new business by downloading "Katie Fox" from the sync service. You should see it listed with all the other templates that you would normally use when creating a business (Company, Sole Trader etc.).

    See if that helps and let me know how you get on.

    Mathew

  16. 12 Posted by katie fox on 16 Nov, 2011 10:11 PM

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    Hi Mathew,

    I'm sorry, I'm really getting VERY frustrated. All fine on my iPhone. As soon as I go into app, all info there, can add in transactions etc. I then go to the iPad, which asks me for a username & password (which I added after buying syncing) BUT when I go into iPad & "log in" it is under katiepops007. But, cannot open any accounts, no + signs to add businesses. I just get account details (ie password, email, which devices etc) but no actual accounts/ transactions. When I find devices, under iPad it shows katiepops007 but no "Katie Fox".

    I am getting rather fed up!!

    Help.

    Regards,

    Katie Fox

    Sent from my iPad

  17. Support Staff 13 Posted by Mathew on 16 Nov, 2011 11:06 PM

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    Don't worry Katie, it's my fault not yours. I'm not explaining it very well and I'm sorry.
    Tomorrow I will put together some screenshots for you or maybe a video clip if it's easier and I should have you sorted out.
    And if the worst comes to the worst, don't worry because I'll refund your money if it comes to that.
    Mathew

  18. 14 Posted by katie fox on 17 Nov, 2011 06:46 AM

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    Brilliant, I would really appreciate it. Thanks a million.

    Sent from my iPad

  19. Support Staff 15 Posted by Mathew on 17 Nov, 2011 10:07 AM

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    Here are a few videos I hope will help. I did these in a hurry for you, and I don't have any sound so I hope it's okay to read the text here and view the videos alongside.

    First is registering for an account, which I think you've done...
    http://youtu.be/fBKgaFwgGT0

    Then you received an email just like the one in the attached PDF. Did you then use the attachment to set the login detail in both devices; iPhone and iPad? It's the easiest way.

    Next, if you have the devices logged in (which you can always check in the app's Settings > Online Sync), this video shows how to upload your business. I think you've done this as well on the iPhone.

    http://youtu.be/OH5ICgYTNUo

    Now you just want to have the same business on the iPad. So make sure the business does not already exist on the iPad first. Delete it if it does. This video shows how to start syncing the business on the iPad, assuming you've deleted all the businesses on there.

    It shows me manually logging in to the sync service, but if you can view the mail attachment on the iPad, and tap it to open it in Easy Books, it's easier. Either way, you'll see the same screen showing the iPad logging in, then you should see your online businesses listed below, which you can tap on. Turn on the sync switch as shown in the video and go for the download option.

    http://youtu.be/8YWiuM9i5OY

    From this point, whenever you make changes to the business, these are sent to the service as soon as possible. If no network connection is available the changes are queued in the device for uploading when you're next using the app and there is a network connection. Changes are merged together and you'll see a popup message when the device detects new data is available to sync.

    I hope that helps,

    Mathew

  20. Mathew closed this discussion on 17 Nov, 2011 10:07 AM.

  21. katie fox re-opened this discussion on 17 Nov, 2011 11:03 AM

  22. 16 Posted by katie fox on 17 Nov, 2011 11:03 AM

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    Hi Mathew,

    Have started looking at your videos. I cannot find an email with link re setting up account. I haven't seen the window which offers me a download for biz on iPhone. I did change password & got email link to change that. Is there anyway I can get the email to set up an account & start from the beginning again??

    Sent from my iPad

  23. Support Staff 17 Posted by Mathew on 17 Nov, 2011 04:55 PM

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    After speaking to you earlier it looks like this is resolved now. Sorry it was confusing.
    Mathew

  24. Mathew closed this discussion on 17 Nov, 2011 04:55 PM.

  25. katie fox re-opened this discussion on 17 Nov, 2011 05:02 PM

  26. 18 Posted by katie fox on 17 Nov, 2011 05:02 PM

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    Thanks a million for all of your help.

    Sent from my iPhone

  27. Mathew closed this discussion on 17 Nov, 2011 05:08 PM.

  28. katie fox re-opened this discussion on 10 Apr, 2012 10:42 AM

  29. 19 Posted by katie fox on 10 Apr, 2012 10:42 AM

    katie fox's Avatar

    This comment was split into a new discussion: P&L Date

    Dear Mathew,

    Sorry to bother you. I was just wanting to ask you a technical question. I want to email & print off my annual account up to 5th April this year. When selecting profit & loss, it keeps showing figures from 7th April to 31st March (even though I have entered figures up to 5th April this year. Any suggestions?

    Regards,

    Katie Fox

    Sent from my iPad

    On 30 Oct 2011, at 18:40, "Easy Books" <[email blocked]> wrote:

    >
    > Hello Katie!
    >
    > Thank you for your email. We are using an online support system to manage the different discussions. This is an automated response from our support system, but you will get a response from a human soon!
    >
    >
    > Based on your support request, the automated system thinks you should check out the following articles in our FAQ:
    >
    > - "How do I enter expenses that are paid by an employee and refunded by the business?" at http://help.easybooksapp.com/kb/faq/how-do-i-enter-expenses-that-are-paid-by-an-employee-and-refunded-by-the-business
    >
    >
    >
    > We'll send an email to you (at [email blocked]) when we update your support request.
    > Alternatively, you can keep track of this conversation at http://help.easybooksapp.com/discussions/questions/394-syncing-between-devices
    >
    > Thanks again!
    >
    > Mathew Waters
    >
    >

  30. Mathew closed this discussion on 12 Apr, 2012 08:29 AM.

  31. katie fox re-opened this discussion on 05 Mar, 2016 06:49 PM

  32. 20 Posted by katie fox on 05 Mar, 2016 06:49 PM

    katie fox's Avatar

    Hi

    I have been using easy books virtually since it was launched & love it!! I am having a little problem though, as when doing a profit and loss account (i.e. April 2015 - April 2016). I keep getting a message in red saying 'consolidate'. Not sure why it keeps showing & how do I get rid of it?

    Regards,

    Katie

    Sent from my iPad

    Sent from my iPad

  33. Support Staff 21 Posted by Mathew on 08 Mar, 2016 09:12 AM

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    Hi Katie,

    Thanks for your kind comments. I assume you have consolidated your accounts a few times now then? If not, have a look at this video: https://easybooksapp.com/videos/consolidating-your-financial-year.

    Consolidating your accounts zeros your expense and income accounts for the start of the new financial year. If you don't, the balances on these accounts just increases year on year.

    The warning appears as a reminder when you're looking at a period later than the app has consolidated.

    Mathew

  34. 22 Posted by katie fox on 09 Mar, 2016 03:17 PM

    katie fox's Avatar

    Hi Mathew,

    Thanks for your swift reply. Can I ask something though. I have never consolidated my accounts before, as I have never had the instruction come up before. I am nearly at the end of my current year end and a bit worried about consolidating. If I consolidate for past years will it erase any current entries? I am also finding that when I want to add new entries, I cannot add any that a back-dated, so I have had to enter them all as today's date.

    I would be most grateful if you could shed any light on these issues.

    Many thanks indeed.

    Katie Fox

    Sent from my iPad

    Sent from my iPad

  35. 23 Posted by katie fox on 14 Mar, 2016 05:45 PM

    katie fox's Avatar

    Hi,

    Did you get the email below? I've not had a response.

    Katie Fox
    Doula UK Recognised Birth Doula
    Hypnobirthing Practitioner
    07767345554
    www.wandsworthdoula.co.uk
    [email blocked]

    Katie Fox
    Doula UK Recognised Birth Doula
    Hypnobirthing Practitioner
    07767345554
    www.wandsworthdoula.co.uk
    [email blocked]

    Begin forwarded message:

  36. Support Staff 24 Posted by Mathew on 15 Mar, 2016 09:42 AM

    Mathew's Avatar

    Hi Katie,

    Consolidating does not remove anything, in fact it adds transactions. A transaction is added to every expense and income account with an amount that brings the account back to zero balance. Please speak to your accountant if this is all new because it's something they can explain better than I can!

    If you consolidate on the wrong date you can undo it again using the same Profit & Loss report, so there's no panic!

    Mathew

  37. 25 Posted by katie fox on 04 Apr, 2016 07:07 PM

    katie fox's Avatar

    Dear All,

    I have just finished my 2015/2016 accounts and when I do the profit and loss report I get a big red notice saying to consolidate my accounts from 2013. Not only have I tried to do this but it doesn't seem to let me do it.

    I keep getting 31 March come up but my account run from 06 April to 05 April.

    How can I save my report without the red consolidation message, and how can I actually consolidate for the dates I want, if at all?

    Many thanks,

    Katie Fox

    Sent from my iPad

  38. Support Staff 26 Posted by Mathew on 05 Apr, 2016 08:28 AM

    Mathew's Avatar

    Hi Katie,

    It sounds like you have the wrong date set as your Next P&L Consolidation. Have a look under business settings.

    Mathew

  39. Karen closed this discussion on 23 Jun, 2016 03:13 PM.

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