How To Sync An Invoice From QuickBooks Online
Method 1: Re-sync at the Invoice Level
Use this method when the discrepancy is isolated to one specific invoice.
Step 1: Open the invoice in MakeGood and navigate to the Tasks screen.
Step 2: Click Re-import Invoice. This will pull the current data for that invoice directly from QuickBooks and repopulate the details in MakeGood.
Method 2: Re-sync at the Account Level (Recommended)
Use this method to catch any discrepancies across your entire account. This is the faster and more comprehensive option.
Step 1: Go to Settings in MakeGood.
Step 2: Click the QuickBooks tab.
Step 3: Click Sync to force a full account-level sync. This will pull any changes from QuickBooks that were not automatically captured by webhooks.
Step 4: Once the sync completes return to the invoice in question and confirm the details are now accurate.
Still Seeing a Discrepancy?
If a re-sync does not resolve the issue please reach out to the MakeGood support team and we will dig deeper with you.
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