In the payment section of the lead, we have manually put in the amount that has been paid and usually it will update in quickbooks and leave a quickbooks symbol next to the reference. But this has not been happening as of late. Wondering if I disconnect I.O from quickbooks and re-sync whether this will fix the problem
In the payment section of the lead, we have manually put in the amount that has been paid and usually it will update in quickbooks and leave a quickbooks symbol next to the reference. But this has not been happening as of late. Wondering if I disconnect I.O from quickbooks and re-sync whether this will fix the problem
None of mine have that QB symbol anymore. That must have gone away. Are these leads in a status that sends them to QB? Can you find the invoices in QB?
None of mine have that QB symbol anymore. That must have gone away. Are these leads in a status that sends them to QB? Can you find the invoices in QB?
some of the leads are marked as completed, some as contracted and some as confirmed. It only seems to be an issue with a couple, The last few I have put through have the QB symbol again but these 4 or 5 dont.
some of the leads are marked as completed, some as contracted and some as confirmed. It only seems to be an issue with a couple, The last few I have put through have the QB symbol again but these 4 or 5 dont.
I show that your contracted status leads' info are not sent to QB. (see settings-->Lead Statuses) Have you noticed if the ones that are not going over are all "contracted"
I show that your contracted status leads' info are not sent to QB. (see settings-->Lead Statuses) Have you noticed if the ones that are not going over are all "contracted"
Looks like invoices are failing which are causing payments to not come in due to a tax error, which we have seen before specifically with users in Australia. Although, from a lead that didn’t import using this one as an example https://rental.software/account/#/leads/33118093 it doesn’t look like the items are tax exempt so I’m thinking you will need to GST set up in QB.
From our developer:
Looks like invoices are failing which are causing payments to not come in due to a tax error, which we have seen before specifically with users in Australia. Although, from a lead that didn’t import using this one as an example https://rental.software/account/#/leads/33118093 it doesn’t look like the items are tax exempt so I’m thinking you will need to GST set up in QB.
The same problem
Lead examples?
Lead examples?
In the payment section of the lead, we have manually put in the amount that has been paid and usually it will update in quickbooks and leave a quickbooks symbol next to the reference. But this has not been happening as of late. Wondering if I disconnect I.O from quickbooks and re-sync whether this will fix the problem
In the payment section of the lead, we have manually put in the amount that has been paid and usually it will update in quickbooks and leave a quickbooks symbol next to the reference. But this has not been happening as of late. Wondering if I disconnect I.O from quickbooks and re-sync whether this will fix the problem
We are having a developer take a look...please send over any other examples you have, thanks!
We are having a developer take a look...please send over any other examples you have, thanks!
From our developer:
Looks like invoices are failing which are causing payments to not come in due to a tax error, which we have seen before specifically with users in Australia. Although, from a lead that didn’t import using this one as an example https://rental.software/account/#/leads/33118093 it doesn’t look like the items are tax exempt so I’m thinking you will need to GST set up in QB.
From our developer:
Looks like invoices are failing which are causing payments to not come in due to a tax error, which we have seen before specifically with users in Australia. Although, from a lead that didn’t import using this one as an example https://rental.software/account/#/leads/33118093 it doesn’t look like the items are tax exempt so I’m thinking you will need to GST set up in QB.
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