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Check Invoice Accounting Sync Status

See whether an invoice reached your connected accounting system without leaving the invoice. A status and last update help you spot invoices that need attention.

Written by Releventful Support

Before you start

Connect QuickBooks or Xero in your account before expecting an accounting status. Use an invoice you have permission to view or edit.

In Releventful

  1. Open the event or lead, then open its invoice or proposal.

  2. Find the accounting sync status in the invoice editor. Read whether it is waiting, syncing, synced, partly synced, or failed, and check the last update time.

  3. If a retry or client-matching action appears, follow the on-screen prompt and recheck the status. If the connection needs repair, reconnect the accounting provider in Settings and return to the invoice.

Check the result

The invoice status should move to Synced when the provider accepts it. If it still shows a problem, compare the invoice and client details before trying again.

Important to know

An invoice saved in Releventful is not proof it was received by QuickBooks or Xero. Use the displayed status to confirm the accounting result.

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