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Unsupported QuickBooks Desktop settings

  • Updated

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

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Edit > Preferences > Payments > Company Preferences > Automatically apply payments

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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):

  • Charts of accounts with the same name

  • Editing transactions in a period that is locked in QuickBooks

  • Deleting paid transactions

  • Voiding paid transactions (remove payments first)

  • Changing the amount of a paid invoice/bill

  • Editing a voided transaction

Things to be aware of:

  • If you've been using Re-Leased prior to connecting to QuickBooks, the first sync will replace the RL invoice numbering with QuickBooks numbering

  • 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 

  • 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.

  • 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.

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