The Status Log shows you the QuickBooks Sync status for every bill, expense, and invoice in a project and lets you know if there are any errors or issues.
Access the Status Log
You can view the project status log from different areas:
In projects, within the project. Each project has a tag under the project name, next to the address, indicating if the sync is currently Active, has Recent Errors, or is Inactive.
From your QuickBooks Settings, under Projects. A colored dot next to Status Log indicates there is an error.
Red means there was an error that is preventing sync
Yellow means there was an error in an attempt to sync
Bills, Expenses, Invoices
When you open the Status Log for a project, you'll see a list of all bills and expenses on the project by default. Switch to Invoices by clicking Invoices under the Project name.
Status meanings
Not Synced: This item was created while QuickBooks Sync was turned off, or before QuickBooks Sync was enabled for the account or project. All Not Synced items must be manually pushed to QuickBooks Online using the Sync button on the right, or the checkboxes on the left.
Synced: This item was successfully pushed to QBO. Once an item is Synced, it can't be unsynced. All synced items automatically update in QBO when edits are made in BuildBook. Items created while QuickBooks Sync is turned on automatically sync.
Unresolved Error: This item was pushed but has unresolved errors. Clicking this goes to the Error Log.
Sync Failed: This item attempted to sync to QBO, but the sync failed with errors.
Voided: This invoice was once pushed to QBO, but was moved back to Draft or Void which Voided the QBO invoice.
Ineligible: This item can't be synced to QBO and BuildBook hasn't attempted to push it. This is usually an invoice in the Draft status (invoices push to QuickBooks Online once they're moved to Open).
Items can only be synced to QuickBooks while QuickBooks Sync is turned on. If you view the status log while the Sync is turned off, all status tags will be grayed out.
Any item created while QuickBooks Sync was turned off will go to the Not Synced status and must be manually synced. Once an item is synced to QuickBooks, as long as QuickBooks Sync is turned on, it will always update automatically in QuickBooks. Items cannot be un-synced once they are synced.
Additional Troubleshooting
The Status Log provides some additional information to help with troubleshooting. Details about the project's integration can be found under the Integration Details modal on the top right of the Status Log.
The Integration Details modal shows the project sync's details as it exists in both BuildBook and in QuickBooks Online. BuildBook-specific information, such as the Billing Contact and Project name, appears on the left with the QuickBooks-matched object on the right. (Billing Contact maps to Customer, and Project maps to Subcustomer or Project.)
If the matched Project in QuickBooks Online is a Project (rather than a Subcustomer), the label on the right will update to say Project. Projects will not display a QuickBooks ID.
Additionally, the status log now displays the QuickBooks Reference ID for any objects that have been created in QuickBooks. These Reference IDs can be searched in QuickBooks to help locate objects you're having trouble finding.
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