QuickBooks Online Integration – Troubleshooting Guide

If your BigContacts account is connected to QuickBooks Online, but you’re not seeing contact or transaction data syncing properly, don’t worry—we’ll help you figure out what’s happening.

A quick note before you start

The sync between BigContacts and QuickBooks doesn’t happen right away. You won’t see any transfers until you edit or add a contact to either system, which triggers the initial sync.

Once a sync is triggered:

• Any contact changes you make in either system will keep syncing both ways.
• If you're on the BIGGEST plan, transactions will also sync between QuickBooks and BigContacts.

Not seeing contact or transaction data syncing?

There are two ways to troubleshoot your connection:

Option 1: Let our support team test it for you

The easiest way is to have us test the sync on your behalf.

1. Scroll to the bottom of this page and click “Still need help? Create a Support Ticket”
2. Let us know you're experiencing sync issues with QuickBooks.
3. For deeper troubleshooting, we may ask for your QuickBooks Online login credentials (we’ll let you know if needed).
4. We’ll test the connection and let you know what we find.

Option 2: Coordinate testing with BigContacts Support

Prefer to troubleshoot it with us in real time? Here's how to do it:

1. Click “Still need help? Create a Support Ticket” at the bottom of this page.
2. In your message, mention that you cannot sync and would like to coordinate a sync test.
3. Wait for a reply from our support team confirming that we’re ready to begin testing.
4. As soon as you get our confirmation, you’ll need to make two quick edits—timing is critical here!

Step-by-step test instructions:

In QuickBooks Online:

• Edit an existing contact
• Add this text to the Notes field: TEST FROM QB
• Save the contact

In BigContacts:

• Edit a different contact
• Add this phone number in the “office phone” field: 404-555-1212
• Make sure to choose “office” from the drop-down options next to the phone number field
• Save the record

Once both changes are made, reply to our email right away so we can check our system logs. We need to review the activity within 5–10 minutes of your edits to accurately diagnose the sync status.

Still need help?

This sync process depends on specific actions and timing. If you're not seeing updates between BigContacts and QuickBooks, following these steps will either fix the issue or help our team pinpoint what’s going wrong.

Email us at support@bigcontacts.com and we’ll help you troubleshoot.