QuickBooks for bookkeeping: Handle sync issues

Note

This feature is currently not available for firms in the EU region.

This guide covers sync issues with the TaxDome–QuickBooks integration for bookkeeping transactions and how to resolve them. For details on sync timing and what data syncs, see this section . For issues with QuickBooks integration for billing (invoices, payments, services), see Handle sync issues with QuickBooks integration for billing .

Common issues and their solutions

Below are the most common problems you might encounter with the QuickBooks integration for bookkeeping transactions and how to fix them.

Initial sync failed: Couldn’t import transactions

Reason: The first-time data import from QuickBooks could not complete successfully after multiple retry attempts.

Solution:

1. Go to the client’s Transactions tab.

2. Click Disconnect.

3. Click Connect with QuickBooks.

4. Complete the QuickBooks authorization when prompted.

Connection to QuickBooks Online stopped working

Reason: The connection has stopped working and can’t recover on its own. This happens if too much time has passed since the last sync or if TaxDome lost authorization to access QuickBooks.

What you cannot do when this issue occurs:

• Ask questions about transactions
• Categorize transactions
• Manually sync

Solution:

1. Go to the client’s Transactions tab.

2. Click Disconnect to continue.

Warning

Make sure to copy any important information before proceeding. This action will delete all transaction-related data in TaxDome, including client communications and reviewed items.

3. Click Connect with QuickBooks.

4. Complete the QuickBooks authorization when prompted.

TaxDome lost access to QuickBooks Online

Reason: TaxDome has lost access to the QuickBooks account. Access tokens expired, were manually revoked in QuickBooks, or the connection was blocked.

What you cannot do when this issue occurs:

• Ask questions about transactions
• Categorize transactions
• Manually sync

Solution:

1. Go to the client’s Transactions tab.

2. Click Disconnect to continue.

Warning

Make sure to copy any important information before proceeding. This action will delete all transaction-related data in TaxDome, including client communications and reviewed items.

3. Click Connect with QuickBooks.

4. When QuickBooks prompts for authorization, grant TaxDome the required permissions.

No permission to sync with QuickBooks Online

Reason: Your user permissions in QuickBooks were changed or removed, preventing TaxDome from accessing necessary data.

Attention

Transaction-related communication is still available during this error, but it may be lost if the connection isn’t restored.

Solution:

To resolve the issue, ensure the user who authorized the connection has admin permissions in QuickBooks:

1. Log in to QuickBooks Online.

2. Click the Settings gear icon > Manage Users.

3. Find the user and click Edit.

4. Verify that the user has the Primary admin or Company admin role.

5. Return to TaxDome and click Sync with QBO.

There was a problem syncing with QuickBooks Online

Reason: Brief technical issues during background synchronization, such as server problems, rate limits, or network timeouts.

Attention

Transaction-related communication is still available during this error, but it may be lost if the connection isn’t restored.

Solution:

TaxDome automatically retries failed syncs. You can also:

• Wait for the next scheduled sync (runs every night)
• Click Sync with QBO to manually retry immediately

I don’t see transactions from Bank Feeds

TaxDome doesn’t have access to QuickBooks Online Bank Feeds. To work with Bank Feeds transactions in TaxDome, first assign them to any account in QuickBooks Online (including an uncategorized account). Once assigned, the transactions will automatically sync to TaxDome during the next manual or automatic sync , and you can work with them as usual: ask questions , and categorize .

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