QuickBooks integration (Advanced): Sync & unsync accounts, sync statuses

You can manage QuickBooks synchronization for each individual account and simply check the sync status right from your account list. 

Covered here:

Sync & unsync accounts

By default, all accounts that have invoices or payments are synced with QuickBooks (or you can also choose to sync all your accounts). 

However, if for some reason you need to temporarily unsync one of your accounts or sync the one that has not been synced earlier, you can do it manually. This can be done only by a firm owner or admin.

Go to the Info tab of the client's account. Click the three-dots icon to the right of the error message, then select one of the following:

  • Sync Account to QuickBooks: Select from the list of available QuickBooks clients or create a new one. You can always use this option for accounts that were previously unsynced or for ones that have account-related sync issues.
  • Do not sync this account/Unsync: Turn off QuickBooks sync for the account. Once you do, you won’t receive error messages about this account. However, the invoices and payments for that client will not be synced with QuickBooks until you decide to sync it by selecting the Sync Account to QuickBooks option.

Account sync statuses

You can see the sync status for all your accounts in one place. To do so, go to Clients > Accounts from the left menu bar.

You will see sync statuses in the QuickBooks column. Hover your mouse over any status to see the tooltip:

  • Synced: this account is successfully synced.
  • Not synced: this account is not synced. You can sync it from the Info tab.
  • Skipped: you skipped sync for this account. Resync it from the Info tab, if needed.
  • Failed: there is a sync issue with this account. Hover your mouse over the status to see details.
  • Syncing: this account is being synced. This process takes time.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us