Step 1: Confirm the Discrepancy

Before resyncing, verify the invoice balance in both systems.

1. Open your accounting system (for example, QuickBooks Online).

2. Locate the invoice in question.

3. Note the balance shown.

4. Log in to the ConnectBooster portal.

5. Locate the same invoice under the client’s open invoices.

6. Compare the balances.

Discrepancies often occur when an invoice has been modified after the last successful sync.

Option 1 (Recommended): Run a Full Integration Resync

This is the most effective method to resolve balance discrepancies.

Step 2: Navigate to Integrations

1. Go to the Integrations tab in ConnectBooster.

2. Select your accounting package (e.g., QuickBooks Online).

Step 3: Choose a Sync Date

You will see a date field that determines how far back the system will resync.

• By default, it is typically set to one day in the past.

• In most cases, it’s recommended to resync starting from one day back.

• If you know when the invoice was last modified, you may choose an earlier date.

Select your preferred date and start the sync.

Step 4: Monitor the Sync

1. Allow the sync process to complete.

2. Sync times usually take 20–30 seconds, but may take longer depending on:

   • How far back you set the sync date

   • How much data needs to be processed

3. Refresh the page to monitor progress.

4. Check the Sync History to view integration status.

5. Once complete, click into the sync details to view processed records.

You should see the modified invoice listed in the sync results.

Step 5: Verify the Invoice

1. Return to the client page.

2. Refresh the screen.

3. Scroll to Open Invoices.

4. Confirm that the invoice now reflects the correct balance.

Option 2: Resync an Individual Invoice

If you prefer not to run a full integration sync, you can resync a single record.

Step 1: Go to Entities

1. Navigate to the Entities tab.

2. Change the record type to Invoices.

3. Enter the invoice number in the search field.

4. Click Search.

Step 2: Resync the Invoice

1. Scroll down to the Integrations card.

2. Click the three-dot menu.

3. Select Resync.

The system will attempt to update only that specific record.

This option is also available for other record types such as companies and contacts.

If the Issue Persists

If an individual resync does not resolve the discrepancy:

• Return to the Integrations tab.

• Perform a full resync of your accounting package or PSA.

A full resync is the most reliable way to correct invoice balance inconsistencies.

Video Transcript:
In this video, we'll show you how to resync an invoice when there's a discrepancy between the balance shown in ConnectBooster and your accounting package.

To start, let's confirm the current value of the invoice in question. In this example, invoice eleven two sixty is showing a balance of fifty dollars in the accounting system. When we check the same invoice inside the ConnectBooster portal, we can see that it's currently showing a balance of forty dollars. This type of discrepancy most often occurs because the invoice was modified after the last successful sync.

There are a couple of ways to resolve this, but the recommended and most effective method is to resync the integration. To run a full resync, we'll start by navigating to the integrations tab. Select your QuickBooks online accounting package. You can sync from the currently listed date, which is typically one day in the past, or select a custom date.

In most cases, we recommend going back one day.

If you know when the invoice was last modified, you can choose an earlier date. For this example, we'll resync starting from one day back. Once the sync begins, allow it to complete. After the sync finishes, return to the client page and refresh the screen. In the sync history, you can see the progress of this integration. Sync times typically range from twenty to thirty seconds, though they may take longer depending on how far back you set the date or how much data is being pulled into the integration. Refresh the page to monitor progress.

Once completed, you can click into the details to view the records that were processed.

As expected, the modified invoice appears in the sync results.

Now, when we return to the client using best tackle as our example and review the open invoices, we can see that invoice eleven two sixty is now showing the correct balance of fifty dollars.

If you prefer not to run a full integration sync, you can resync individual records. Go to the entities tab, select invoices as the record type, enter the invoice number, in this case, eleven two sixty. Scroll down to the integrations card, click the three dot menu, and select resync. This option is also available for other record types, such as companies and contacts.

Any record listed in the drop down can be resync individually. If an individual resync does not update the record or resolve the discrepancy, we recommend returning to the integration and performing a full resync of the accounting package or PSA.

Video Link: