How to check the sync status of transactions and contacts
If you sync with an eligible accounting system, you can check the sync status of a transaction or contact, even if there isn't currently a sync conflict on your sync status.
Things to know:
- Your user role must be Administrator to check sync status this way, and take any manual sync actions.
- Your Cashflow360 account must sync with the following accounting system versions to check the sync status this way:
- QuickBooks Online
- Xero
- Sage Intacct
- You can check the sync status of the following:
- Vendors
- AP Bills
- Payments out
- Customers
- AR Invoices
- Payments in
Note: This feature is not yet available for accounts syncing with Oracle Netsuite.
Check the sync status of a transaction or contact
- Select the transaction or contact type in the navigation menu:
- Vendors
- Bills
- Payments out
- Customers
- Invoices
- Payments in
- Select the record you'd like to check
- Select More actions or the 3 dots
- Select Check sync status
- You'll see the current status of Synced or Not Synced at the top of the page, letting you know if the contact or transaction has successfully synced with your accounting system.
- You'll see the current status of Synced or Not Synced at the top of the page, letting you know if the contact or transaction has successfully synced with your accounting system.
On vendors and customers, you can also see whether they are synced or not synced from the icon in the More details section.
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