Open the Sync issues page. It lists every invoice that isn't in QuickBooks, grouped by reason, with the fix for each.
Find invoices that didn't sync
On the QuickBooks settings page, click View activity. Or click View on a banner such as "3 invoices are not in QuickBooks."
In Invoices, the QuickBooks column shows Error syncing QuickBooks, Not exported to QuickBooks, Sync disabled, or Exported to QuickBooks.
On an invoice, a Failed to sync with QuickBooks banner shows the reason and a button to fix it.
Fix each reason
Customer name already in QuickBooks: click Link customers, choose the matching QuickBooks customer, then retry.
QuickBooks doesn't recognize an item: a line uses an item that no longer exists. Check your product mappings and the default items under Account mappings, then retry.
Changed in QuickBooks: someone edited the invoice in QuickBooks. Re-sync replaces it with your version from Streamlined.
QuickBooks connection expired: click Re-link QuickBooks, reconnect, then retry.
QuickBooks didn't accept our sign-in: usually temporary. Retry, and re-link if it keeps happening.
Accounting period closed: QuickBooks doesn't change invoices in a closed period. Edit the invoice in QuickBooks, or change your closing date there. Retrying won't help.
QuickBooks didn't say why: open the invoice in QuickBooks to look for the problem, then retry.
Use Retry or Re-sync on a row, or the button at the top of a group to retry them all. Re-sync runs in the background. Give it a moment, then reload the page.
Invoices under Sync paused
These are held so no payment is recorded twice in QuickBooks. You can't restart them yourself. Click Contact support.
Invoices that were never exported
An invoice marked Not exported was never sent. Open it and click Export, or select several in Invoices and click Sync to QuickBooks.
When retrying doesn't help
Email help@streamlinedpayments.com with the invoice numbers, the reason shown on Sync issues or the invoice banner, and what you've already tried.
Who can use this feature?
Team members with Invoices access
Available on all plans
