This feature is available on all Goodshuffle Pro Plans.
By default, QuickBooks Online will only sync projects that are signed or marked as signed after your integration is activated.
This prevents duplicate entries by not automatically syncing older projects. This is particularly useful if a corresponding contract has already been manually entered into QuickBooks prior to activating the integration.
However, you can manually sync an older project by following these steps:
Identifying Pre-Activation Projects
To find projects created before the integration activation date:
Add the "Date Created" Column: Navigate to your Projects list in Goodshuffle and add the "Date Created" custom column.
Filter or Review Projects: Use the "Date Created" column to filter or manually review projects with a creation date earlier than your QuickBooks integration activation date. These projects will not have auto-sync enabled by default.
1. Open the Project
Navigate to the project you want to sync within Goodshuffle Pro.
2. Click the “Sync” Icon
In the upper-right corner of the project screen, click the “Sync” icon.
3. Enable Auto Sync
Toggle the “Auto Sync” switch to “On.”
This ensures that any future updates to the project will continue syncing.
4. Click the Sync Button
Click the “Sync” button to push the current project to QuickBooks Online.
That’s it! The project and any future changes will now sync with QuickBooks Online.
FAQs
What happens to projects created after activation? Projects created after the QuickBooks integration activation will sync automatically, provided the integration settings are correctly configured.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!