How to Check QuickBooks Online Sync Status on Documents
If you've synced with QuickBooks Online, there are two ways to see the sync status for your documents. You can either view the sync status on each individual document, or see a big picture overview of all documents in the QuickBooks Sync Dashboard.
Houzz Pro will trigger an automatic sync every 5 minutes for documents marked as Updates Pending Sync, or Ready to Sync. You also have the option to manually sync documents, as discussed below.
Syncing Individual Documents
When viewing an eligible, individual document, the sync status will show up in the top header portion of your document.
When you click on the sync status, you will see more information about the sync date, sync logic, any sync issues, and the relevant Quickbooks link. Depending on the status, you can manually sync some documents here as well.
There are several possible sync status indicators, as shown below.
Sync Complete
The sync was successful.
Sync in Progress
The sync is in progress.
Failed to Sync
The sync incurred an error. To resolve the error, click the link shown in the indicator message. This will take you to the sync status page, where you can see what the error is and how to fix it.
Updates Pending Sync
The document synced previously, but some changes were made after the sync and the document hasn't synced again yet. For example, this can happen when you edit invoices after sending them, which isn't usually recommended.
An automatic sync of the document will happen within 5 minutes, or you can manually sync the document again by clicking on the Sync Latest Version button.
Not Ready for Sync
The document is not eligible to sync because it is still in draft mode. Synchronization will occur after an estimate or proposal is approved, an invoice is sent, paid or issued, and a purchase order is shared with a vendor or billed. Please click on the status to find more info on when the sync will occur.
You will also see this status if there are no line items on an invoice.
Sync Disabled
Syncing for this document is disabled. You will need to manually enable syncing in settings to turn it on.
Sync Not Available
You cannot sync this document because it has been archived, deleted, or your accounting period is closed. This status will also appear if you are trying to sync a purchase order but have not enabled purchase order syncing. Click on the document status to find more information on what the issue is and how to resolve it.
QuickBooks Sync Dashboard
If you are looking for a high-level overview of sync status for all your documents, check out the QuickBooks Sync Dashboard.
To view your dashboard, select the Financials icon in your left navigation. From there, select QuickBooks Online Dashboard from the menu.
Within this dashboard, you are able to look through all your documents, see the sync status, manually sync, and better understand any syncing errors.
The top of the dashboard will have a green up-to-date notification if syncing is updated. If you need to sync new documents, there will be a yellow notification stating how many documents require syncing (as shown below). You can either select Sync All to update all at once, or you can select View Items to review and manually sync individual items.
When there are syncing issues, there will be a red notification (as shown below). You can either select Resync All to try to sync the issue documents again, or you can select View Issues to review the syncing issues and manually try to re-sync individual items.
At the top of the dashboard, you can search or filter by projects, document type, status, creation date and sync date.
How to Manually Sync in Dashboard
Even though Houzz Pro will trigger an automatic sync every 5 minutes, you can still choose to manually view and sync individual documents, or you can sync them all at once.
You can:
- Sync or Resync All: Select Sync All or Resync All in the yellow or red notification banners to sync documents that have not already been synced, as discussed above.
- Select All to Sync: Click the Select All checkbox at the top of your dashboard list to sync all the documents at once. At the top of the dashboard, you can decide to Sync Selected Items or Disable Sync for all selected items.
- Multi-Select to Sync: Click the checkbox next to individual documents to sync several documents at once. At the top of the dashboard, you can decide to Sync Selected Items or Disable Sync for all selected items.
- Individual Select to Sync: Hover over an individual document, then click the three dots icon. In this menu, you can Sync Now, View Details, Show Related Items, or Disable Sync (depending on the document sync status). View Details will show more information about errors or sync status, while Show Related Items helps you solve sync errors by checking the parent items for the document and syncing those first.
Read How to Sync Houzz Pro With QuickBooks Online to learn more about syncing documents.