Check for new Transactions
- If the connection was interrupted, the transactions may have stopped syncing. You may be able to pull in the missing transactions from QuickBooks by using the Actions icon "..." at the top of the Client Task pane and selecting "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
If the integration is still not working, disconnect in QuickBooks
- log into your QuickBooks Online Accountant account
- Click on Apps > Client Apps from the left navigation (under Your Practice)
- Click the View Apps link in the actions column for that client
- Click the actions icon next to Client Hub and select Disconnect
Nov 21, 2024