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. 

Account sync, explained

When accounts sync in TaxDome and QuickBooks Online, it means that: 

1. TaxDome is trying to find an account in QuickBooks Online with the same name as in TaxDome.

2. If there is an account with the same name in QuickBooks Online, all invoices and payments linked to this account will be synced from TaxDome to QuickBooks Online. If there is no such account in QuickBooks Online, you can create a new one right from the TaxDome portal so that they can be synced.

Account sync helps us to link invoices and payments in TaxDome to invoices and payments in QuickBooks Online. Updates made to an account itself in TaxDome (e.g., if you change its name) are not reflected in QuickBooks Online.

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.

When a new account is synced with QuickBooks, an  Individual customer type is used by default. However, if this customer type is not set up in your QuickBooks settings, the field is left empty.

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. If the account was Synced before, that means it may have been deleted from QuickBooks Online. If you need it, sync it again and create a new account in QuickBooks.
• 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.