Check for accounting integration errors in your Teamleader Focus account

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When integrating Teamleader Focus with your accounting software (Yuki, Exact Online, or Octopus) via the Accounting connector Booster, errors can occasionally prevent invoices or credit notes from being synchronised to your accounting tool, e.g. due to a missing ledger account for commercial discounts or an incorrectly formatted VAT number. In this article, you’ll see where to check errors in Teamleader Focus.
 

Check if the Accounting connector Booster is available for you:

  • ✔️ You have a Belgian or Dutch Teamleader Focus account
  • ✔️ You use Exact Online, Octopus or Yuki
  • ✔️ You currently don’t have one of our older existing accounting integrations (otherwise this article doesn’t apply for you and you can find more information here).


Looking to resolve specific errors you receive? Find a solution here:

Where to check for errors

If you notice that some outgoing or incoming invoices or credit notes aren’t syncing to your accounting tool, you have to check your synchronisation history log for errors. Note that you need user access to the Settings for this.


Follow these steps to check for errors:

  1. Navigate to Settings > Company information > click on your company entity
  2. Click on the tab Accounting > click on your integration 
  3. Click on the Synchronisation tab
  4. Click on the Sync button in the top right-hand corner to start a manual sync, or find your most recent synchronisation runs here.

    Each time you manually sync, you’ll also receive an in-app notification (via the notification bell in the top-right corner of your account) and an email once a manual synchronisation is finished.


    • If automatic sync is enabled, no notification will be sent to avoid sending too many notifications. 
    • Only the user who started the manual synchronisation will receive notifications.
    • The notification shows how many items were synchronised and, if any issues occurred, how many documents were skipped. The notifications from a manual sync won’t show you exactly what went wrong though.
       
  5. To see what went wrong, you can consult the ‘Sync history’ below. Here, you’ll see a synchronisation history of the past 7 days. This log shows the status of every sync and indicates whether it was successful or not. If a sync was successful, the latest one will remain visible here, even if it occurred more than 7 days ago. Read ‘Sync statuses’ below to check what every status means.
     

Another way to see which documents have already been synced to your accounting tool is from the Revenue overview or Expenses overview.

  • Invoices and credit notes: add the Booking number column via the cogwheel in the bottom-right corner of the invoices or credit notes overview. 
    • Documents without a booking number have not yet been synced.
    • Booking numbers are assigned in the order in which invoices are successfully synced. If an invoice cannot be synced due to an error and is therefore skipped, it will receive a booking number later, once the sync succeeds. As a result, booking numbers may not follow the chronological order of the invoices. This is entirely normal, as long as a given invoice has the same booking number in both Teamleader Focus and your bookkeeping tool.
       
  • Expenses: synced expenses get the status Sent to bookkeeper. You can add this column to the expenses overview to quickly identify which expenses have not yet been sent to your accounting tool.

 

Sync statuses

When a sync takes place, each component is processed individually (e.g. ledger accounts, clients, invoices, credit notes,...). This allows you to clearly see which parts were synced successfully and where any issues occurred.
 

In addition, the sync itself receives an overall status, displayed with a clear label (e.g. Success, Warning, Stalled), so you can immediately understand the general outcome of the sync at a glance.

Below is an example of a sync with different statuses:


'Stalled' means the sync has become stuck and is no longer progressing. This can happen when some components remain in a Pending state and are not being processed further, for example, if the external service is temporarily down or not responding. As a result, the sync cannot be completed and remains stalled until the issue is resolved.
 

The individual statuses of each component can be:

  • Success: the data was synced successfully without any issues.
  • Error: the data stopped syncing (e.g. a rate limit issue, accounting tool is down or there’s a user rights issue). 
  • Warning: the data could not be synced due to an error and requires attention.
    ! If there’s an issue with an invoice or credit note during synchronisation, the entire sync will not be blocked. Only the items with an error will be skipped.
    Example: If you have 10 invoices that should be synced, and the 7th one has e.g. missing ledger accounts, then invoice 7 will be skipped while invoices 8-10 will be synced.
  • Pending: the individual component is waiting to be processed. Since the sync runs step by step, this item is next in the queue.
  • In progress: the data is currently being processed.
     

Click on View details next to a warning to be able to see more information on which item the issue occurs exactly and how to fix it. An example is this one for outgoing credit notes:


For some errors you’ll also be able to click through to the item (e.g. the contact or the invoice) to troubleshoot. 
 

! Sometimes the button ‘View details’ can also appear for items with the status 'Success'. In these cases, we inform you that you may still need to take action, even though there is technically no real error. For example, an expense that hasn’t been approved yet will not be synced to your accounting tool. The expense first needs to be approved. This is expected behavior, as certain conditions must be met before an item can be synced.

 

Common issues and solutions

In the following two articles, we’ll list common issues and their solutions, depending on the nature of the error. There are problems you’ll need to solve within Teamleader Focus (Troubleshooting internal issues) and issues that need to be tackled in your accounting tool (Troubleshooting external issues):

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