Review QuickBooks sync

Why use it

Accounting sync usually works quietly, until it doesn't, and a missing invoice turns up at month end. Review sync puts every invoice Moodiri has sent to QuickBooks in one list with a plain status, so you can see what posted and fix what didn't before your books drift.

When to use it

• The QuickBooks card says invoices need review. Open Review sync to see which ones and why.
• Before closing the month. Check that everything shows Posted to QuickBooks.
• After changing something in QuickBooks yourself. Mark the invoice handled so Moodiri doesn't post it twice.

Before you start

• QuickBooks is connected. See Connect and disconnect QuickBooks.
• You are the owner, or an admin with the Integrations permission.
• Open Settings, then choose Integrations.

Steps

1. On Integrations, choose Review sync on the QuickBooks card.
2. Look for invoices marked Needs attention or Retry scheduled, and read the guidance under each.
3. Choose the action the guidance suggests, such as Retry now, Update QuickBooks or Reconnect.
4. If you fixed it in QuickBooks yourself, choose Mark handled in QuickBooks, add a note, and choose Confirm handled.

Sync statuses

• Pending. Waiting to post.
• Retry scheduled. Posting was interrupted and will retry. The row shows when the next attempt is.
• Needs attention. Held for your review. The guidance under the row says what to do.
• Posted to QuickBooks. Done.
• Handled in QuickBooks. You marked it as dealt with in QuickBooks, with the date and your note.
• Not eligible. Drafts, invoices voided before posting, and invoices issued before the connection.

The top of the dialog shows your connected Company, Sales tax mode, Income account and Posting timezone. If your company uses manual sales tax or has sales tax turned off, invoices with tax are held for your review before posting.

What happens next

• Retry now queues the invoice to post again straight away.
• Update QuickBooks queues a change to an invoice that already posted. Its status changes once the records are verified.
• Confirm handled stops Moodiri posting that invoice. Resume posting undoes it.
• Each invoice number links to the invoice in Moodiri.

Limits

Troubleshooting

• QuickBooks is not connected. Reconnect it to retry or resume posting. Reconnect from the QuickBooks card, then open Review sync again.
• Couldn't load posting activity. Try again. Choose Refresh activity.