Sync your work

Fix a QuickBooks sync problem

The usual reasons a send doesn't go through, and how to clear them.

Most sync problems come down to something QuickBooks needs set up first, or a connection that's dropped.

Check the connection

In Settings → QuickBooks, make sure it shows Connected with your company. If not, reconnect. If it was connected but stopped working, disconnect and reconnect to refresh it.

Set up what QuickBooks needs

  • A sales-tax rate — add one in QuickBooks if your company charges tax.
  • A bank or credit-card account for expenses to post against.
  • A product/service item for payments to post against.
A record that already exists in QuickBooks with the same name can also block a send — rename one side so they're unique.
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