All Collections
Method Reference Guide
Method FAQ
Why does the customer balance not update after a customer makes a payment?
Why does the customer balance not update after a customer makes a payment?

Sometimes the customer's balance doesn't update right away, or not at all.

Updated over a week ago

When recording a payment from a customer, the customer's balance may not immediately update after the payment has been entered.

This is because the balance of a customer is synced from QuickBooks.

If a payment is successful, but the balance does not update, it's usually due to the sync from QuickBooks.

There are a couple of reasons why the sync may fail:

Please check your sync connection if you are using QuickBooks Online, or the Method Sync Engine if you are using QuickBooks Desktop.

If there are no conflicts, you can manually start the syncing process.

Did this answer your question?