Before you start
- QuickBooks is connected.
- You know which customer, invoice, item, or time entry looks duplicated.
Why duplicates happen
Duplicates usually come from slightly different names, missing email or phone data, manually created QuickBooks records, or retrying a sync before checking the activity log.
Fastest fix first
- 1
Stop retrying until you identify the match
Repeated retries can create more cleanup if the underlying match problem is not fixed.
- 2
Compare names and contact details
For customers, compare business name, first and last name, email, phone, and billing address in Zentive and QuickBooks.
- 3
Check service item names
For products and services, match the service name and item type before syncing invoice lines.
- 4
Review recent activity
Open the QuickBooks sync activity log to see whether Zentive already linked or attempted the record.
- 5
Fix the source record, then retry once
After cleaning the Zentive record or QuickBooks match, retry the failed record once and confirm the new activity result.
Month-end habit
Before closing the month, filter the activity log for failed or pending records. Cleaning up one duplicate early is much easier than reconciling several after invoices and payments are already posted.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.