Walkthrough: QBO Sync Check
Review QuickBooks Online sync status so finance and operations can identify completed, pending, skipped, or failed records.
Before You Start
- QuickBooks is connected by an authorized tenant admin.
- You have permission to view integration or sync health pages.
- You know the record or date range you want to check.
Steps
- Open Integrations or Sync Health.
- Confirm QuickBooks connection status.
- Filter sync records by date, type, status, or reference if available.
- Review completed, pending, failed, skipped, or retried records.
- Open the visible message for any failed record.
- Correct missing mapping, required field, or connection issue before retrying.
Success Check
- The connection status is active or the issue is clearly identified.
- Failed records have a visible reason and next action.
- Retried records are checked again after correction.
Support escalation
Open support guide
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Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.