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jebinjoice-gmail
New Member

I'm integrating Halo PSA with QuickBooks. Sync seems successful, but the invoice from Halo isn't showing in QB. What could be the reason? Any settings or errors to check?

 
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FaithA
QuickBooks Team

I'm integrating Halo PSA with QuickBooks. Sync seems successful, but the invoice from Halo isn't showing in QB. What could be the reason? Any settings or errors to check?

Hi, Jebinjoice. I'm happy to provide insight into integrating HaloPSA with QuickBooks Online (QBO).

 

Let's check the settings integration in HaloPSA to ensure your transactions are posted accurately. After this, I suggest disconnecting and then reconnecting HaloPSA in QBO. This will apply the recent updates on their services and successfully link your data.

 

On the other hand, if the transactions still won't show up, I'd recommend contacting HaloPSA customer support. Since QBO is dependent on the information sent by them, it's best to get in touch with their experts and seek further assistance with the missing transactions.

 

You can also check this article to learn more on how to reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Keep your posts coming if you need more clarifications. I'll return to this thread to help you out again. Have a good one!

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