Recover a failed sync

QuickBooks rejected a movement, for example a vendor in the wrong currency.

Track

QuickBooks

Phase

Catch up QuickBooks

Starts with

Sync failed

Ends with

Synced after fix

The situation

The work in SettleWise is safe; only QuickBooks is behind. Someone fixes the cause and retries.

A record shows QuickBooks Sync Failed.

AccountingSystem

1
Accounting reads the error on the record
Accounting
It names the cause and the step to take.
2
Accounting fixes the cause, for example adding the vendor in the register's currency in QuickBooks
Accounting
SettleWise deactivates a vendor QuickBooks created in the wrong currency.
3
Accounting retries the sync
Accounting
This is the key moment of the journey: QuickBooks catches up. This is the key moment of the journey.
4
The SettleWise record never changed while it waited
System
Registers and balances were right the whole time.

Accounting

Owns money movement, registers, and reconciliation.

System

Automates emails, matching, reminders, and sync.

Accounting

The error message with what to do.

Why: Fix the cause, not the record.

A failed sync never undoes the work; fix the cause and retry.