Manual Sync & Sync Log

Use manual sync to push or pull data on demand, and review your sync history in the sync log.

Pull from QuickBooks

Pull buttons let you import data from QuickBooks into Service Invoice Pro:

• Pull Customers — imports active customers from QB
• Pull Invoices — imports invoices from QB (with date range)

Use pull when you want to bring in data that was created directly in QuickBooks, or to do a periodic refresh. For a full initial import, use the Import Wizard instead.

Push to QuickBooks

Push buttons let you send SIP data to QuickBooks:

• Push Customers — syncs all customers to QB
• Push Invoices — syncs all sent invoices to QB
• Push Payments — syncs all collected payments to QB
• Push Service Items — syncs all active service items to QB
• Push Timesheet Entries — syncs all approved timesheet entries to QB

Each push shows a confirmation dialog before starting. Use push when you’ve just enabled sync and want to send existing data, or when you need to re-sync after resolving errors.

Sync Log

The sync log shows a history of all sync activity — both automatic and manual.

What’s Shown

Each entry in the log includes:

Status Colors

• Green (Success) — the record was synced successfully
• Red (Error) — the sync failed. The error message explains what went wrong.
• Gray (Skipped) — the record was skipped (e.g., already exists, or a prerequisite wasn’t met)

The log shows 25 entries at a time. Click Show More to load additional entries (up to 200 total).

Automatic Retry

Failed syncs are automatically retried up to 2 times by a background process. You don’t need to manually retry most errors — they’ll be picked up automatically.

However, some errors require your action before they can be resolved. These are not automatically retried:

• Employee not mapped — go to Employee Mapping and map the team member, then use Push Timesheet Entries to re-sync.
• QuickBooks Payroll not enabled — enable Payroll in your QuickBooks account settings, then re-sync.
• Payroll period locked — the pay period in QuickBooks is closed. Unlock it in QuickBooks to allow new timesheet entries for that period.

If an error persists after automatic retries, it appears in the “Unresolved Errors” count on the Connection tab.

Sync Status Badges

Invoice and timesheet detail pages in SIP show a sync status badge so you can see the QB sync state at a glance:

• QB Synced (green) — successfully pushed to QuickBooks
• QB Error (red) — sync failed. The error message is shown below the badge. Use the Retry or Sync button on that page to re-attempt.
• QB Pending (amber) — the timesheet is approved but hasn’t been synced yet. This typically resolves on its own.
• Employee Not Mapped (amber) — the team member for this timesheet entry hasn’t been mapped to a QB employee. Go to Employee Mapping to set up the mapping.

Tips

• Check the sync log periodically to catch any persistent errors.
• Use manual push after enabling a new auto-sync toggle to sync existing records.
• If you see many errors at once, check the Connection tab for overall connection health first.

Related

• Sync Settings — configure what syncs automatically
• Troubleshooting — solutions to common QuickBooks sync issues