Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
If you happen to experience an error when trying to sync invoices to Quickbooks Online (QBO), you can manually attempt the sync again.
Invoices With QBO Sync Errors
1. Navigate to Billing and then click Invoices.
2. Identify any line items that show "Sync Now" or have a Red Error/Red invoice number.
Sync Now option indicates that there was a timeout issue on the QBO side. Selecting "Sync Now" will push another sync to QBO for the invoice to be created.
Good to Know: If you see the QBO sync with "Error", instead of the Invoice number, you have Custom transaction numbers Turned On in QBO.
If you would like the QBO invoice number to populate in Canopy going forward, you can go through your QBO settings with the following steps:
1. Log into QBO and click on the gear icon located in the upper right corner of the homepage.
2. In the Your Company column, select Account and Settings.
3. In the left side nav, click on the Sales option.
4. Find and click on Sales form content to edit the section.
5. Click on the green slider next to Custom Transaction numbers (this should be OFF).
6. On the bottom right side of the screen, click on the green Save button.
3. Click the arrow to retry the sync.
Loading dots may populate as the system retries the sync.
A successful retry looks like this:
Instead of Error, you will see a hyperlinked invoice number or Access.
A failed retry looks like this:
Why an Error Occurred
There could be several reasons why the invoice is unable to sync to QBO. When you come across an error code from QBO, view this article for a list of all of the errors and their meanings! Once you have made the necessary changes, please retry the sync again.
1. Click on Error.
A message appears with more details, as shown below: