QuickBooks Sync Problems

Connection Lost

If QuickBooks connection is lost:

1. Go to Settings → Integrations → QuickBooks
2. Click "Disconnect" then "Reconnect"
3. Log in to QuickBooks when prompted
4. Authorize ServTrackr access
5. Verify connection status shows "Connected"

QuickBooks tokens expire every 180 days, so reconnection may be needed periodically.

Duplicate Records

Handling duplicate customers or invoices:

• Review duplicate detection settings
• Merge duplicates in QuickBooks first
• Update mapping to link correct records
• Exclude duplicates from future syncs
• Consider one-way sync to prevent conflicts

Sync Failures

When sync fails completely:

• Check QuickBooks service status
• Review sync error logs for specific errors
• Verify QuickBooks subscription is active
• Check if you've hit QuickBooks API limits
• Try syncing one record type at a time
• Contact support with error details

Data Mapping Issues

Fix data mapping problems:

• Review field mappings in integration settings
• Ensure required QuickBooks fields are mapped
• Verify tax codes exist in QuickBooks
• Check that accounts and classes are active
• Update mappings after QuickBooks changes
• Test with a single record before full sync