Hello Libby,
This is a follow-up to the ticket you submitted to Emma regarding an invoice that did not sync over to QBO and you were having difficulty finding the invoice/payment in GrowthZone.
I was able to find the invoice/payment in the "Not In CRM" space in the contacts module. You can check this in the filters to show all unmatched contacts. I then checked the error logs and found the error (this will be important once the GZ records are fixed). In looking at the not in CRM record I found Clayton's name was not listed in the company record. This is usually due to someone matching only the individual and not the company in the event attendees. I merged the Rich & Cartmill, Inc. (Not In CRM) to the correct regular record in your contacts list and then went back into the log and clicked the resync button which solved the issue and the record synced over correctly. I would advise double-checking your QBO to make sure you are seeing the transaction and it is attached to the correct record.
This is how I found the record with the invoice/payment
This is where I noticed there was no customer/individual listed with the company
I merged the record to the existing in your GZ customer list
I then went into the log in Setup>Integrations>QuickBooks Online>clicked on the Logs tab and clicked the Resync button on the right
After the sync goes through you will need to refresh the screen to see the completion
Just one other item that didn't come into play for this scenario but can and will create an error is in every GZ contact/customer record, in the More Info tab, there should be a Quickbooks Online Id that you can see below. If this Id is missing from the record, the system will not be able to transfer over to Quickbooks Online
Thank you and please let me know if I can be of further assistance,
Hoping you have a great weekend,