On the very rare occasion, your Quickbooks or Xero account integration may drop. It can happen if there is a problem connecting to the Quickbooks or Xero Service (if their API integration ends are down etc).

HOW DO I KNOW IT HAS HAPPENED?

When the integration disconnects, the user gets a notification (little bell icon in the main menu). Click on the bell icon for more details. If any of your team members get this icon, they should notify the administrator of the main account.

Or in some cases you may receive an error message.

HOW DO I FIX IT?

To ensure your QuickBooks or Xero integration functions properly, please disconnect and reconnect the integration, even if it shows as connected in your settings.

Start by opening the Integration Settings and clicking the red Disconnect button in the top right corner. Once disconnected, click Connect to QuickBooks or Xero to re-establish the connection. This process will not cause any sync issues.

Note: If you happen to have access to more than one QuickBooks or Xero account, please make sure you reconnect to the same account.

IS ANY INFORMATION LOST?

When you reconnect, any invoices/payments that were recorded in the system and not synced with Quickbooks or Xero while the integration was disconnected will be automatically synced with Quickbooks or Xero once the two systems are reconnected.