Troubleshooting
Fix common issues and error messages.
8 articlesSeeing the right data
Access & permissions
- A team member can't see a projectPeople only see projects they've been given access to — here's how to share one.
- A team member can't see a recordWhy someone sees the project but not its expenses, payments, or other records.
- Why can't I edit this record?The two reasons an edit is blocked — your access level, or a completed project.
Features
- Receipt scan didn't recognize the correct informationScanning reads most receipts well, but it's best-effort — here's how to fix what it missed.
- QuickBooks isn't connecting or syncingWhat to check when the QuickBooks connection drops or data isn't flowing.
- I signed in with the wrong accountSwitch accounts by logging out and signing back in with the right one.