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QBO Error - "The Parent Record(s) [name] Has Not Synced to QuickBooks."
Explanation: There is a hierarchy to the sync which means that certain records have to sync before records under them can sync.
For example, Contacts and Jobs have to sync to QuickBooks first in order for any associated financial records to be created in QuickBooks.
How to Fix:
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Within a Contact or Job's page in JobNimbus, select the 3 dots in the top right corner of their account
- Select Change Status
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Choose a Status that you know is configured to sync to QuickBooks
- To review which of your Statuses are set up to sync, refer to Workflow Settings
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Once the Parent Contact syncs, the financial record will also sync