🔄 QuickBooks Online Transactions Not Syncing with Client Hub

If your QuickBooks Online (QBO) transactions aren’t syncing with Client Hub, it could be due to a temporary connection issue. Follow the steps below to refresh the connection and pull in missing data.

🔍 Step 1: Manually Sync Recent Transactions

If the sync was interrupted, you can manually pull in recent transactions:

1. Open the client workspace in Client Hub.
2. In the Client Task pane, click the Actions icon (⋯) at the top.
3. Select "Sync transactions for the last 90 days".

This will attempt to pull in any missing transactions from QuickBooks.

🔄 Step 2: Refresh the Connection

If transactions still aren’t showing up:

1. Go to Setup & Settings from the left-hand menu in Client Hub. (Admin access required)
2. Scroll down to the Advanced section and click QuickBooks Integration.
3. Locate the affected company and click the Refresh link to reestablish the connection.

🔁 Step 3: Remove and Reconnect QuickBooks

If refreshing doesn't solve the issue, follow these steps to disconnect and reconnect:

A. Remove the App in QuickBooks Online

1. Log in to QuickBooks Online.
2. Go to the Apps section for the affected company.
3. Locate Client Hub and remove the app.

B. Reconnect in Client Hub

1. In Client Hub, return to Setup & Settings > QuickBooks Integration.
2. Click Remove to disconnect from QuickBooks.
3. Click Add a New QuickBooks Connection and follow the steps to reconnect.

🧹 Step 4: Fully Disconnect if Needed (From QBO Accountant Account)

If the integration still isn't working:

1. Log in to your QuickBooks Online Accountant account.
2. From the left menu, go to Apps > Client Apps under “Your Practice”.
3. Find the affected client and click View Apps.
4. Click the Actions icon next to Client Hub and select Disconnect.