Never Miss a Sync Again — Full Accounting Visibility Is Here Your invoices, transactions, and contacts. Always in sync.
You send the invoice. The platform handles the sync — and now tells you exactly what happened. Accounting Sync is your centralized hub for monitoring and fixing sync activity across QuickBooks, Xero, and Wave.
The Challenge
You connected your accounting software and assumed everything was syncing. It wasn't. Invoices failed silently — no alert, no log, no way to know. You only discovered the gaps when your accountant flagged missing records. By then, reconciling the damage took hours.
Our Solution
Accounting Sync gives you a live dashboard for every connected accounting platform. See exactly how many invoices, transactions, and contacts synced — and which ones failed. Drill into individual records, read the failure reason, and retry with one click.
How This Supercharges Your Business
- Stay audit-ready: Catch sync failures immediately — before they become accounting headaches.
- Save hours of reconciliation: Stop manually cross-checking your CRM against your accounting platform.
- Fix errors fast: Read the failure log and retry the sync directly from the dashboard — no support ticket needed.
- Full entity coverage: Monitor invoices, transactions, and contacts all in one place.
How to Get Started
- Navigate to Payments → Invoices & Estimates → Accounting Sync in your account.
- Click Manage next to your connected accounting platform (QuickBooks, Xero, or Wave).
- Click the expand icon on any entity to open Record View and see the status of every individual record.
- Hover over the ⓘ icon on any errored record to read the failure reason and last attempt timestamp.
- Click Retry to re-trigger the sync for that record.
What's Next?
Transaction sync for Wave is coming soon — so Wave users will get the same full-entity coverage already available on QuickBooks and Xero. We're also exploring proactive failure notifications so you're alerted the moment a sync error occurs, without needing to check the dashboard.
Good to Know
- Supported accounting platforms: QuickBooks, Xero, Wave
- Transaction and Contact sync for Wave is not yet supported — invoices only
- Accounting Sync is available on web only
- Invoices created and sent via the platform mobile app will sync automatically — but sync status and logs must be reviewed on web
- The Retry button is available per record; bulk retry is not yet supported
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