Viewing QuickBooks Online Sync Status for Invoices

If your company uses the QuickBooks Online integration, you can quickly verify whether an invoice has been synced to QuickBooks directly from the Invoices tab. This is helpful for identifying invoices that still need to be sent to QuickBooks for processing.

This article only covers how to view sync status. For full steps on syncing invoices to QuickBooks Online, see the related article.

🔗 Syncing Invoices to Quickbooks Online (QBO)

👁️ Viewing QuickBooks Sync Status

To view invoice sync status:

1. Go to the Invoices tab.
2. Locate the QB Invoice # column.
   • If an invoice has been synced to QuickBooks Online, the QuickBooks invoice number will appear in this column.
   • If the invoice has not been synced yet, the column will display --.

🔍 Filtering by Sync Status

You can also filter the invoice list to quickly find synced or unsynced invoices.

1. From the Invoices tab, locate the Linked to QB filter near the top of the page.
2. Select:
   • Linked to view invoices already synced to QuickBooks Online.
   • Not Linked to view invoices that have not yet been synced.

If you do not see the Linked to QB filter, select the filter icon and enable the Linked to QB option.