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.
Turn these off in QuickBooks under
Edit > Preferences > Bills > Company Preferences > Paying Bills
Edit > Preferences > Payments > Company Preferences > Automatically apply payments
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.