The following QuickBooks Desktop features/settings are not supported by Re-Leased and may cause issues when attempting to sync. We recommend following these steps when setting up the integration and ensuring the relevant settings are correctly configured.
Automated credits/payments
Turn these off in QuickBooks under
Edit > Preferences > Bills > Company Preferences > Paying Bills
Edit > Preferences > Payments > Company Preferences > Automatically apply payments
Multi-currency
Contacts and invoices using multi-currency in QuickBooks can't sync to Re-Leased. You will need to unlink these from the connection between Re-Leased and QuickBooks. Once unlinked it's recommended to make the contact inactive in QuickBooks and create a new contact in your local currency.
Lines with no dollar amount
Invoices, Bills, Credit Memos & Vendor Credits with just a description on a line (no amount or account) can't be synced from QuickBooks to Re-Leased.
Sent status in QuickBooks
The “Sent” status only shows in QuickBooks if an invoice is sent within QuickBooks. If the Invoice was sent from Re-Leased, the Sent status will not reflect in QuickBooks.
Things in QuickBooks Desktop to avoid (they will cause sync issues):
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Charts of accounts with the same name
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Editing transactions in a period that is locked in QuickBooks
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Deleting paid transactions
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Voiding paid transactions (remove payments first)
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Changing the amount of a paid invoice/bill
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Editing a voided transaction
Things to be aware of:
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If you've been using Re-Leased prior to connecting to QuickBooks, the first sync will replace the RL invoice numbering with QuickBooks numbering
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For chart of accounts in Re-Leased, [A] prefix is an Actual Chart of Account, [P] prefix is for a purchase item, an [S] prefix is for a sales item
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If a paid transaction is voided in QuickBooks and a sync error occurs, update the associated payment(s) in QuickBooks and sync again to resolve the error.
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US Customers only: When an invoice is created in Re-Leased, options are ‘yes/no’ for tax. If yes, the invoice syncs to QuickBooks which calculates the tax, then the invoice is synced back to Re-Leased with the tax amount.