Read the error message and make any necessary adjustments to the contact data
Sometimes data will be entered wrong and will not sync to quickbooks
6
Scroll down after making any adjustments, manually sync the contact again
7
Contact is now successfully synced
Remember, DripJobs cannot send an invoice unless customer data is tied properly
8
Next, re-visit invoices
9
Locate the invoice - open the "job"
The old invoice relating to this job will not be able to be synced, you must create a new invoice for this job now that the customer data is correct
10
Click on Save & Generate Invoice
11
Click on Generate
12
Now that you have a generated a new invoice, it should be automatically synced. If not, manually sync it by clicking here.
13
Your invoice should be successfully synced
14
Next, click "Invoices" for this customer
15
Find the old invoice, and delete it
16
Click on Void Invoice
17
Click on Save
18
Click on Delete Invoice
19
To ensure everything is connected properly, Click on Company Settings
20
Click on Refresh
Well done!
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