- This indicates whether you are connected with QuickBooks Online.
- The time of the last synced entity will show here. This is especially helpful when troubleshooting.
- Search for a particular transaction that was sent to or received by QuickBooks.
- Filter out the successful transactions and view those with errors.
- To pull in information from QuickBooks that wasn’t done automatically, change the date back to however far you would like to re-pull information into Knowify.
- Once the date is set, click the green button go pull in the latest QuickBooks Online data since the selected date.
- This column reveals whether a transaction is pending, or was completed or rejected.
- This column shows the type of information that was communicated between QuickBooks Online and Knowify.
- This column shows what kind of action was performed.
- This column indicates where the entity was originated, either in Knowify or QuickBooks Online.
- A small description of the transaction.
- If a transaction contained an error, there will be a “(help)” button to assist in correcting this issue. It will provide the following popup menu, which offers a recommendation in how to solve the error:
- Click the wrench to re-send the transaction to QuickBooks once the error is fixed.
