Issue

• I have missing payments and invoices from QuickBooks Online
• Job transactions are missing from QuickBooks Online
• My bills, paychecks, and labor have not synced from QuickBooks Online

Solution

Check for the causes below:

1. Is the transaction associated with the Sub-Customer or Project level in QBO?
   • If the transaction is associated with the customer level instead of the sub-customer level then it will not sync over (see the example image below of the Customer > Sub-Customer hierarchy)
2. Do the job numbers match between the job in DASH and job/sub-customer in QuickBooks Online?
3. Making a small update to the sub-customer/project can often force sync the transaction. To do this, add a period in the note line, save, then remove it and save again. Wait 10 minutes to see if the transaction/item has synced over.
4. If none of the above resolves the issue confirm the following and then gather the information for a re-sync case and reach out to our Support team.
   • Please contact Support via Live Chat, by email at support@nextgearsolutions.com, or by phone at 866-769-7855 and provide the following information:
     • Examples of missing transactions and their job numbers (if you have a lot of missing transactions just a few examples are sufficient)
     • Please provide the QuickBooks Online URLs for each transaction example 
     • Please provide a date for the oldest missing transaction. Keep in mind that the date cannot be older than when the DASH and QuickBooks online integration was established. 

Questions? Contact Us!