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:
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.
Delays May Occur: Sometimes, issues with your cloud accounting provider's systems can cause delays of minutes, hours, or even days.
Force Data Fetch:
Go to the "Customers" section.
Click the refresh button provided.
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.
Review Sync Logs:
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that there are no errors in recent logs with a time stamp after the customer's addition/edit in QuickBooks.If logs are outdated or errors are present, address these issues and run the web connector synchronization again.