Missing Customers in Benji Pays

Modified on Mon, 23 Oct 2023 at 10:06 AM

Discover why your customers might not appear in Benji Pays and learn how to resolve the issue for both QuickBooks Online/Xero and QuickBooks Desktop.

For QuickBooks Online and Xero:

  1. Real-Time Updates: Normally, when a customer is added or edited in your cloud accounting system, Benji Pays is automatically notified and updated within around 5 minutes.

  2. Delays May Occur: Sometimes, issues with your cloud accounting provider's systems can cause delays of minutes, hours, or even days.

  3. Force Data Fetch:

  4. Go to the "Customers" section.

  1. Click the refresh button provided.

  2. Wait briefly and refresh your page; your customer data should now be visible.

For QuickBooks Desktop:

Check Web Connector:

Ensure Intuit Web Connector is running without errors.

No errors should be displayed in the web connector console.

  1. Review Sync Logs:

  2. In Benji Pays, navigate to Transactions >> QuickBooks Desktop Sync Logs.Verify that there are no errors in recent logs with a time stamp after the customer's addition/edit in QuickBooks.If logs are outdated or errors are present, address these issues and run the web connector synchronization again.

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