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July 15, 2024
Question

I connected tradify to QB but i can't find any invoices of tradify in QB. Why? I imagine QB should show me tradify invoices so i can match the payment in my bank feed

  • July 15, 2024
  • 1 reply
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1 reply

July 15, 2024

I'm here to help you match the payments to your invoices in QuickBooks Online (QBO), Vincenzo.

 

There are possible reasons why your invoices aren't showing on QBO after the connection. Which are, integration settings, date range and filters, and syncing issues.

 

Since QBO depends on the data sent over by Tradify, it's best to contact their support team to confirm how your data transfers and for them to offer additional assistance.

 

To do so:

 

  1. Go to Apps and select Find apps.
  2. Type in Tradify in the search field and click it.
  3. In the Support section, you'll see the link to connect to their support.

After connecting, you can then check it in the App Transaction tab on the Banking page.

 

Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.

 

Let us know if you have other concerns with matching your payments to your invoices in QBO. We're here to help you in any way we can.