My QuickBooks Online Sync Fails to Work

Steps to troubleshoot a failed sync

Problem

We are unable to sync with QuickBooks Online.

Description

Our auto sync is offline for maintenance. You must run a manual sync, until we bring it online. When we migrated users to our new system, we were unable to migrate your QuickBooks pairing info. Removing your pairing info and repairing should assist.

Solution(s)

Check the log

Log into Connex and check the logs on the dashboard. 

Click update login

If you have Shopify or Amazon, try updating your connection. Go to orders > order previewer. Enter a 24 hour date range.

Reconnect QuickBooks

Your log will say a 403 forbidden or show an authentication error, when this happens. Another way to tell is click settings and chart of accounts. Click the inventory asset drop down. If the drop down shows no other values, then you must pair QuickBooks again.

During the process of disconnecting, your settings will remain intact. Here are the steps:

1. Go to connexforquickbooks.com/intuitoauth2?scope=all to pair QuickBooks again.
2. Next to you channel, click settings.
3. Click chart of accounts.
4. Click the first drop down.
5. In about 10 seconds, you should see a list of accounts. This means QuickBooks has paired successfully.

No scheduled tasks

The manual sync will fail, if you use QuickBooks Online and you have no tasks:

1. Go to the tasks page.
2. Verify that you have tasks:
3. If there are no tasks, click dashboard. Next to each connection, click settings.
4. Click orders to QuickBooks > save.
5. Click orders from QuickBooks > save.
6. Go back to tasks.
7. Verify that you have tasks.
8. Click dashboard and run a manual sync.

Verify that inventory and orders from QuickBooks is activated

If you sync from QuickBooks, ensure the sync is activated:

1. Login to Connex.
2. Click settings.
3. Click orders from QuickBooks.
4. Check the first box.
5. Click save.
6. Click inventory.
7. Check the first box.
8. Click save.