Must read: Understanding Accounting Status
If the Accounting Status still does not appear correct:
Step 1: Check the Accounting Integration Connection
Go to:
Settings → Integrations
Confirm that your:
Xero
or QuickBooks Online
connection is still active and connected correctly.
Step 2: Use Resync Now
After confirming the integration is connected, use the:
Resync now
button from the Accounting Status tooltip to refresh the latest accounting information.
This resolves many common situations where:
a payment was recently reconciled
an invoice was updated in the accounting package
the Accounting Status has not refreshed yet
payment allocations have recently changed
This is a feature only necessary in very rare cases, it is unnecessary to use this feature regularly.
