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Quickbooks Online: How can I see which contacts failed to import into Pointman?

If there is an issue importing contacts into Pointman, you can easily see where the issue lies in several locations.

You can tap the Notification button on the top of your menu bar to see any notifications. Issues like that will look like this:

If you tap the "View All at Alert Center" button, which will show more detail. If you'd like to download the file that is generated showing which contacts, you can tap the "View" button.

When the 'View' button is tapped, you will be directed to Settings-->Integrations-->Quickbooks Online. Here you can download the file and see which contacts were not imported. 

**NOTE**

Contacts need to have either Firstname and Lastname fields, OR a Company name. If neither of these are available, the import into Pointman will fail.

 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: Support@Pointman.com, Phone: 800-566-6940

Chat with us 

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