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 you have been using the QuickBooks online integration and the open transactions are coming through, but the updates to QuickBooks once the transaction is classified and closed are not working, then:
- The connection between QuickBooks Online and Client Hub has been broken. Go to the Manage Practice page in Client Hub, remove the connection for the workspace, and reconnect
Nov 15, 2023