Manage QuickBooks account sync
Default account sync settings are configured during QuickBooks integration setup . This article covers how to manually sync or unsync individual client accounts and review their sync statuses.
How account sync works
Account sync links a TaxDome account to its corresponding QuickBooks Online customer record. Once linked, invoices and payments for that client transfer to QuickBooks automatically.
TaxDome matches accounts by name on first sync. If a QuickBooks customer with the same display name already exists, the link is created automatically; if not, you can create one from TaxDome during the sync flow.
Account sync only establishes the link — it does not keep account details in sync afterward. Renaming a TaxDome account does not rename the matching customer in QuickBooks.
Manually sync & unsync accounts
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:
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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.
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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.
Info
Unsyncing a client account automatically unsyncs all associated invoices.
See 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.
Reference: Account sync statuses
| Status | What it means |
|---|---|
| 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, 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. |
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