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Start on the page where the problem appears. Zeno keeps connection state on Clients and AI clients, review failures on Plans, and posting results on Runs.

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You cannot sign in

Zeno is invite-only. Sign in with the exact email address an owner added under Settings → Team. An invite link does not grant access to a different address. Ask an owner to check the address and status on the Team page. They can resend a pending invite or remove and add a misspelled address.

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An AI client has no Zeno tools

Start a new conversation or restart the client so it rereads its server list. In ChatGPT, also enable the plugin for that conversation from the composer’s + menu — a developer-mode plugin starts each new chat switched off. In Claude Code, run /mcp and check the zenofirm server. Open This firm → AI clients in Zeno. A client appears there only after it has completed browser approval. If it is absent, reconnect it from the install link or command on that page. See Connecting an AI client for client-specific checks.

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A QuickBooks company is missing or stale

Open Clients and read the connection and last-sync columns.
  • Importing means the first sync is still running. The progress panel can stay open while you work elsewhere.
  • Disconnected means Zeno cannot read or write the company. Reconnect it through Intuit from the same row.
  • An old sync time on a connected company calls for qb_sync_mirror. Pass rebuild: true only when the mirrored data is wrong, such as after a company reset or restored backup.
Disconnecting stops access but keeps the client on the roster. Remove is a separate action available after disconnecting; it deletes the roster entry and mirrored books while keeping plans, verdicts, runs, and the work log.

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A plan will not apply

Read the refusal on the plan before preparing it again. Common causes include a blocked name, a closed period, a duplicate, or a change made after approval. Approval is pinned to the plan and its exclusions; an edit after approval requires a new review. If the trial ended, reads and prior records remain available but writes are refused until an owner resumes the subscription under Billing.

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A bank connection has gone quiet

A bank may return an empty successful sync after its login expires. Open Settings → Bank connections and look for a reconnect warning. Re-authenticating keeps the connection’s cursor and staged history. If the connection is healthy, check that the discovered bank account is enabled and mapped to the intended QuickBooks account. Unmapped accounts do not stage transactions.

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Contact support

Use Support beside Sign out in the console. Include the company name, the exact message, and a plan or run id when one is involved. The form sends your name, email, firm, role, product build, and the page you came from. It does not attach ledger data or conversations from an AI client. For a security issue, email security@zenofirm.com instead of the support form.