- Computer must be on
- Sync Agent must be open and logged in
- QuickBooks file can be open or closed, based on user’s preference setting in QuickBooks (same as when performing manual sync)
- Computer can be asleep (monitor is off but can otherwise perform tasks)
- Computer cannot be hibernating (computer maintains login state/memory but does not perform tasks)
- If user’s QuickBooks file resides on a hosted environment – the user must keep their hosted environment session open while auto-sync is occurring. Any action that would close the Sync Agent will cancel auto-sync