There are several reasons why your transactions don't show up in Client Hub as Client Tasks, below is a list of common causes:
Key point: The integration only picks up new transactions that are created after the connection is established between Client Hub and QuickBooks.
- Please test a new transaction, not editing an existing transaction of type "Expense, Check, and Deposit" will push to Client Tasks in Client Hub (TIP: if the transactions were added from the QuickBooks Online bank feed you can undo them and then re-add using the mapped account)
- For existing transactions, you may be able to pull that in from QuickBooks using the "..." menu next to the words Client Tasks and choosing "Sync transactions for the last 90 days".
If your QuickBooks transactions are still not showing up, then QuickBooks may have dropped the connection to Client Hub. You can follow the troubleshooting steps below -
Refresh the Connection
- Go to the Setup and Settings page on the left-hand navigation (Admin-level access to Client Hub required)
- In the Advanced section at the bottom, go to QuickBooks integration
- Locate the company name and click the Refresh link to try to reestablish the connection
If Refreshing the connection does not work, then Remove and Re-add the Connection
- Log into QuickBooks Online, go to the company and in the apps section, and remove the Client Hub connection
- In Client Hub, go to the **Setup and Settings** page on the left-hand navigation (Admin-level access to Client Hub required)
- In the **Advanced** section at the bottom, go to QuickBooks integration
- Add a new QuickBooks connection
May 31, 2024