Product update
Accounting sync history and results
See run-level status and drill into invoices, customers, and payments from each QuickBooks or Xero sync.
When something does not match, teams need answers in minutes—not support tickets. Sync history shows recent runs with status, plus per-record outcomes when you need detail.
Why we built it
Automated bookkeeping only works when staff can verify it. Summary rows on connection pages evolved into drill-down results so finance can find the exact invoice or payment that failed and fix it fast.
What you can do
- View recent sync runs and overall status on QuickBooks or Xero connection pages.
- Open a run to see individual invoices, customers, payments, amounts, and outcomes.
- Jump from summary to line items when reconciling month-end.
Get started
Connect an accounting integration first—see Connect accounting integrations.
Questions about this update?
Book time with our team or browse the rest of the changelog.