Resolve Invoice Balance Discrepancies Between ConnectBooster and Your Accounting Package
When to Use This Process
Use these steps if an invoice balance in ConnectBooster does not match the balance in your accounting system.
Common causes include:
A payment was not applied
A credit was not applied
The invoice balance was recently updated in the accounting system
Step-by-Step Resolution
Locate the Invoice in ConnectBooster
Log in to ConnectBooster
Identify the invoice with the discrepancy (example: Invoice #110273)
Note the balance shown in ConnectBooster
Verify the Balance in Your Accounting Package
Open your accounting system
Locate the same invoice
Confirm the correct balance
Determine the difference (example: ConnectBooster shows $40, accounting shows $50 → $10 discrepancy)
Resync the Individual Invoice
In ConnectBooster, go to the Entities tab
Change the dropdown menu to Invoices
Search for the invoice number
Confirm the incorrect balance is displayed
Click the three-dot menu next to the invoice
Select Resync
Confirm the Balance Updates
Wait for the resync to complete
Verify the invoice balance now matches the accounting system
Open the invoice from the customer’s page to confirm the corrected balance appears there as well
If the numbers now match, the issue is resolved.
Video Transcript:
In this video, we'll briefly go over what to do if you find an invoice with a discrepancy between ConnectBooster and your accounting package.
Typically, these discrepancies occur in one of the following situations. A payment has not been applied. A credit has not been applied. Or, the invoice balance was recently changed.
As an example, let's take a look at invoice eleven thousand two seventy three. In ConnectBooster, we can see that this invoice currently shows a balance of forty dollars However, when we check our accounting package, we see that the correct balance should be fifty dollars resulting in a ten dollar discrepancy.
Oftentimes, the easiest way to resolve this is by seeking the invoice directly from the Entities tab.
Alternatively, you can run a full sync from the Integrations tab.
First, we'll go to the entities tab, change the dropdown to invoices, and search for invoice eleven two seventy three.
As you can see, the balance is currently showing forty dollars. From here, we'll click the three dot icon and select resync.
After doing so, the balance updates to fifty dollars, which confirms the issue has been resolved.
Now, if we return to the invoice on the customer's page, we can see that the updated balance is reflected correctly.
If resyncing the individual invoice does not resolve the issue, you can instead go to the integrations tab, select your accounting package, and click sync now.
This will perform a full sync and should resolve any remaining discrepancies.