Keeping your books accurate should not require guesswork. With your CRM’s accounting sync view, you can quickly see whether invoices, transactions, and contacts are syncing properly with your accounting software, spot issues early, and fix them before they turn into time-consuming cleanup.

📌 Why This Matters

When accounting records do not sync correctly, small problems can turn into bigger ones fast. Missing invoices, incomplete contact records, or failed transactions can create confusion for your bookkeeper, slow down reconciliation, and leave you with an inaccurate picture of your cash flow. A clear sync dashboard helps you stay on top of what was sent, what failed, and what needs attention so you can keep your financial records clean and dependable.

✨ What’s New

• One place to monitor sync activity: View the status of invoices, transactions, and contacts from your connected accounting platforms in a single dashboard.
• Record-level error details: Open individual records to see what synced, what failed, the reason for the issue, and when the last sync attempt happened.
• Retry failed records quickly: Instead of digging through support requests or manually rechecking everything, you can retry a failed sync directly from the record view.
• Better visibility across your bookkeeping workflow: Stay aware of sync issues before they create extra work during month-end reconciliation or tax prep.
• Helpful platform notes: Supported accounting platforms include QuickBooks, Xero, and Wave. For Wave, invoice sync is supported, while transaction and contact sync are not yet available. Sync status and logs are currently available on web only.

🛠️ How to Use It

1. Step 1: Open your CRM’s invoice and estimates area, then go to the accounting sync section.
2. Step 2: Choose the connected accounting platform you want to review.
3. Step 3: Expand an invoice, transaction, or contact section to view individual record statuses.
4. Step 4: Check any failed record for the error message and the time of the last sync attempt.
5. Step 5: Click retry on the affected record to send it through again.

💡 Pro Tip

Make it a weekly habit to review sync errors so missed invoices and payment records do not delay cash flow reporting or create avoidable bookkeeping costs.