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QuickBooks not syncing invoices / customers
QuickBooks not syncing invoices / customers

This article is to help you troubleshoot your Quickbooks integration

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

Note: QB has a tendency to disconnect from time to time. If things are not syncing, the first course of action is to go to the integrations tab in company settings, and sign out and back in.



The first thing to check is on the Company Settings > Integrations tab. Be sure you are signed into QuickBooks and have made selections on 4 dropdowns:

Tax Code

Tax Rate

Income

Expense



When having trouble getting your QuickBooks to sync try a manual sync in this order: Contacts, then Invoices, then Payments.

Having a phone number in the email field for the contact will not work, and having an email in the phone field.

You can sync a contact, invoice or payment manually, by clicking the tiny Click here text at the bottom of the screen.



Click Products/Services and make sure each item has accounts for income and expense.




In order to sync invoices, each item on the invoice must have an income expense account specified, and each item must be synced with QuickBooks.


It is not possible to sync when a line item was entered manually instead of using the drop-down list, so if you are entering a one-off item, it is still important to add it in Products/Services.


CANADA users: Every line on an invoice must have an amount in the tax field.



1. Open the invoice in question

Open the invoice in question

2. Scroll down, manually sync it

Scroll down, manually sync it

3. If syncing fails, go to the "contact"

If syncing fails, go to the "contact"

4. Scroll down, Sync the contact

Scroll down, Sync the contact

5. Read the error message and make any necessary adjustments to the contact data

Sometimes data will be entered wrong and will not sync to quickbooks

Read the error message and make any necessary adjustments to the contact data

6. Scroll down after making any adjustments, manually sync the contact again

Scroll down after making any adjustments, manually sync the contact again

7. Contact is now successfully synced

Remember, DripJobs cannot send an invoice unless customer data is tied properly

Contact is now successfully synced

8. Next, re-visit invoices

Next, re-visit invoices

9. Locate the invoice - open the "job"

The old invoice relating to this job will not be able to be synced, you must create a new invoice for this job now that the customer data is correct

Locate the invoice - open the "job"

10. Click on Save & Generate Invoice

Click on Save & Generate Invoice

11. Click on Generate

Click on Generate

12. Now that you have a generated a new invoice, it should be automatically synced. If not, manually sync it by clicking here.

Now that you have a generated a new invoice, it should be automatically synced. If not, manually sync it by clicking here.

13. Your invoice should be successfully synced

Your invoice should be successfully synced

14. Next, click "Invoices" for this customer

Next, click "Invoices" for this customer

15. Find the old invoice, and delete it

Find the old invoice, and delete it

16. Click on Void Invoice

Click on Void Invoice

17. Click on Save

Click on Save

18. Click on Delete Invoice

Click on Delete Invoice

19. To ensure everything is connected properly, Click on Company Settings

To ensure everything is connected properly, Click on Company Settings

20. Click on Refresh

Click on Refresh

Click Products/Services and make sure each item has accounts for income and expense. In order to sync invoices, each item on the invoice must have an income expense account specified, and each item must be synced with QuickBooks, which means it must exist in Products/Services.

It is not possible to sync when a line item was entered manually instead of using the drop-down list, so if you are entering a one-off item, it is still important to add it in Products/Services.

be sure to read the error messages that come up at the top of the screen. That will tell you why it is not syncing. If you have trouble understanding the error message, take a screenshot of it and submit it using the help button on dripjobs.com

CANADA users: Every line on an invoice must have an amount in the tax field.

This workflow was created with Tango.

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