Accounting sync visibility for invoices is now available in Leadli.

You send the invoice, and Leadli handles the sync and reports exactly what happened. Accounting Sync provides a central place to monitor and resolve sync activity across QuickBooks, Xero, and Wave.

The problem this solves

In the past, invoice sync issues could be easy to miss. When invoices failed to sync, there was often no clear alert or log, and problems were only discovered later during reconciliation.

What’s included

Accounting Sync provides a dashboard for each connected accounting platform. You can see how many invoices, transactions, and contacts synced, which items failed, the reason for failure, and you can retry syncing individual records.

How this helps

• Fewer surprises during reconciliation: Identify sync failures sooner.
• Less manual checking: Reduce time spent comparing your CRM and accounting system.
• Faster fixes: Review failure details and retry from the dashboard.
• Broader monitoring: Track invoices, transactions, and contacts from one place (where supported).

How to get started

1. Go to Payments → Invoices & Estimates → Accounting Sync in your sub-account.
2. Select Manage next to your connected accounting platform (QuickBooks, Xero, or Wave).
3. Open any entity to view individual record status details.
4. Review the error details for any failed record, including the last attempt timestamp.
5. Select Retry to re-run the sync for that record.

What’s next

Transaction sync for Wave is planned so Wave users can access broader coverage similar to QuickBooks and Xero. Proactive failure notifications are also being explored so you can be alerted when a sync error occurs.

Good to know

1. Supported accounting platforms: QuickBooks, Xero, Wave
2. For Wave, transaction and contact sync are not yet supported (invoices only).
3. Accounting Sync is currently available on web only.
4. Invoices created and sent via the Leadli mobile app will sync automatically, but sync status and logs must be reviewed on web.
5. Retry is available per record; bulk retry is not yet supported.