Issue

• One (or many) jobs are stuck in a Pending status within DASH Account 4
• Jobs are not syncing from DASH to QuickBooks Online

One (or a couple) job(s) are stuck in Pending

There are a few reasons one or two jobs will not sync over:

1. Jobs with an invalid email address format will not sync to QuickBooks Online. Check for these formatting issues on the job in DASH:
   1. The email address includes an underscore (_)
   2. Check for spaces within the email address
   3. If the email address says "NA" it will not sync. Clear the letters NA from the email address field.
   4. The email address is missing the "@" symbol
      
      
2. Unable to sync job because customer name is blank in DASH (only applicable to franchises with corporate claim dispatch systems)
   
   • Go to the job page and confirm if the customer's name is missing/blank.
   • When jobs are dispatched down to franchises the customer's information is left blank intentionally.
   • This is by design to allow franchisees to own and take control of the data that is entered into their Contact Manager and ensure the data integrity of their Contact Manager. 
   • To resolve the import issue, simply fill out the blank contact information and try to resync the job again.
     
     
3. The "Customer" or "Same as Customer" in the Bill To field in DASH causes the job to not sync
   • Some jobs get stuck in Pending when the job in DASH shows "Customer"/"Same as Customer" in the "Bill To" field (check your job to see if this is the case)
   • Check to see if the Bill To contact exists twice in the Contact Manager within your DASH  environment. Make sure to check "All Contacts" in the Contact Manager to search both active and inactive contacts.
   • Solution 1 (keep the Customer and Bill To contacts the same): Check to see if the customer exists in the contact manager at all. If they do not and you want the "Bill To" contact to be the same as the customer, you'll need to add the customer in the Contact Manager and then add it to the Bill To field (may also just need to replace the Customer Info with the new customer contact you just created since it never existed in the CRM).
   • Solution 2 (make the Customer and Bill To contacts different): If you do not want the customer to be the same as the "Bill To" contact, you can try putting another contact in or just clear the field and save it.
   • Try resyncing after one of the above solutions
     
     
4. Check if the customer's name from this job also shares names with other areas of QBO:
   • Vendor Center - check all Active and Inactive Vendors in QBO to see if the customer's name matches with any Vendors
   • Employee Center - check all Active and Inactive Employees in QBO to see if the customer's name matches any Employees
   • Projects - check all Active and Inactive Projects in QBO to see if the customer's name matches any Projects
   • If it does share a name with one of these areas listed above, you will need to make the name unique - QuickBooks will not allow a customer to import if it shares the same name as any Vendors, Employees, or Projects.

All (or many) jobs are stuck in Pending

If all (or many) jobs are stuck in "Pending" status, your integration possibly expired, and you need to reauthorize the integration between DASH and QuickBooks Online. Follow these steps for a solution: 

1. Open DASH 
2. Access DASH Account 4 by hovering over More > clicking DASH Account
3. Select your company’s QuickBooks Online profile and then click the trashcan icon under the “Status” column
4. Confirm deletion of the profile
5. Close the DASH Account 4 window and then reopen it again from the More > clicking DASH Account tab within DASH 
6. Click the Add a QuickBooks Online profile link at the bottom of the Dashboard and you’ll be prompted to reconnect the application to your QBO profile once more (you will need to be logged into QBO under an admin-level user account for the authorization to complete successfully)
7. After the process finishes you may receive an error, this is okay, just confirm that your profile has returned and then close and reopen DASH Account 4 once more
8. Open the Manual Job Sync tab within DASH Account 4 module and choose to resync any jobs that have a pending status

Questions? Contact Us!