If your QuickBooks transactions are not pulling into Client Hub or you are unable to see your QuickBooks chart of accounts, 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
Feb 9, 2024