Before you start
- QuickBooks is connected.
- You have permission to view integration settings.
What you'll do
You will use the QuickBooks controls to see what synced, what failed, and which records need a retry or correction.
Do this
- 1
Open QuickBooks settings
Go to Settings, then QuickBooks.
- 2
Check connection status
Confirm the connected company is the one your office uses for accounting.
- 3
Review recent activity
Use the activity log to find recent customer, invoice, payment, or payroll sync attempts.
- 4
Open failures first
Start with failed records because they are the ones most likely to affect bookkeeping.
- 5
Retry after fixing data
Correct missing customer, invoice, tax, or account details before retrying the sync.
Month-end habit
Before closing the month, filter for failed or pending QuickBooks activity and clear those records while the work is still easy to recognize.
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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.