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Support Topic Problem Quickbooks

I have some payments in IO that aren't uploading to quickbooks?

Jenna H. shared this problem ago

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The same problem

Comments (4)

Susan M. ● 2 years ago

Lead examples?

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Jenna H. ● 2 years ago

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

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Casey Z. ● 2 years ago

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?

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Jenna H. ● 2 years ago

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.

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Susan M. ● 2 years ago

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"

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Jenna H. ● 2 years ago

one is contracted, but there are a couple that are marked as confirmed and completed

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Susan M. ● 2 years ago

Can you send the examples?

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Jenna H. ● 2 years ago

This is from a job that has been already completed. The payments have not been uploaded to QB

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Susan M. ● 2 years ago

What is the lead #?

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Jenna H. ● 2 years ago

#33118093

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Susan M. ● 2 years ago

Thank you! We are taking a look

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Susan M. ● 2 years ago

We are having a developer take a look...please send over any other examples you have, thanks!

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Susan M. ● 2 years ago

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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