If the line item on the invoice was added prior to the QuickBooks sync being enabled, then it could be a ‘custom item’ (meaning it was not added to the product list when the invoice was created). There is a custom line item used on the invoice. If the Product name is longer than 32 characters, it cannot sync. Quickbooks Desktop limits product names to 32 characters. The invoice should sync on the next sync cycle.

If an invoice/estimate was made with a non-syncing product, edit the invoice/estimate, select the product again, adjust the price and save. The invoice must be using the product that is syncing and not hidden. Choose the product you want to keep and make the other product hidden in JobNimbus. QuickBooks will only allow a name to be used once. A common issue is to have two products with i dentical names. Return to the invoice and re-select the product if neededĬommon reasons why a product is not syncing: Search for the product to check it's sync status Look at the error on the invoice to find product name Your product list in settings will tell you which products are syncing. If you have an estimate/invoice with ten products and one product is not syncing it will prevent the entire invoice from syncing. Products that are not syncing will prevent an invoice from syncing. Products not syncing within estimate/invoice: It is easy to edit the status of an invoice or estimate:ĥ. If the box is left unchecked, ‘draft’ status estimates will not sync. To turn on the sync for the ‘Draft’ status:Ĭheck the box next to ‘Sync Draft Estimates (Invoices). If you are using Quickbooks Desktop, you can decide if ‘Draft’ status syncs: If you are syncing to QuickBooks Online, Estimates or invoices in 'draft' status will not sync to Quickbooks. Invoices and estimates are in ‘draft’ status by default after they are created in JobNimbus (this default cannot be changed or edited). See this article for additional reasons why a contact is not syncing. Common reasons are that they are not yet in a status that syncs. Check the 'parent' records above it (contact/job). If an estimate/invoice was created on a job, then both the job and the contact need to sync before the transaction can. The sync has not been set up yet if you see this screen: If you do not see the QuickBooks tab in Settings, it may need to be enabled in Settings=>Features. If the sync is not set up the estimate/invoice will not have the line 'Synced to Quickbooks'.Ĭheck settings in JobNimbus=>Settings=>QuickBooks to see what is set up to sync. On initial setup, choosing a time constraint (Quickbooks Desktop only) Reasons an estimate or invoice is not syncing:

If there is no error and it doesn't say 'synced with QuickBooks No/Why?', then the sync for those transactions is not set up yet. Read what the error message says by selecting 'Why?'. First look at the error message located on the financial record. How do I Troubleshoot Quickbooks When my Estimate/Invoice is not Syncing?Īn estimate or invoice may not be syncing for a variety of reasons.

Quickbooks mobile invoicing