QBO Sync Issue
Solved
Found a sync issue with fees/discounts. It's like something gets stuck in a loop and each fee/discount total is applied correctly but the category/item doesn't change. Only the note. This can really mess someone up with reading the P&L. Video will hopefully explain better.
The same problem
Hi Chad, I think you'll need to change the income account for each fee and discount under "Products and Services" in Quickbooks. Try these steps. Please let us know if this doesn't resolve the issue.
1. In Quickbooks, go the Settings (gear icon), then click on Products and services (under Lists).
2. Find the products you are looking for (the fees/discounts).
3. Click Edit.
4. Change the Income account to whatever you would like it to be for the future. IO will never override any changes you make to the income account.
5. Also, you'll still need to edit the past invoices in Quickbooks to change the income account.
Hi Chad, I think you'll need to change the income account for each fee and discount under "Products and Services" in Quickbooks. Try these steps. Please let us know if this doesn't resolve the issue.
1. In Quickbooks, go the Settings (gear icon), then click on Products and services (under Lists).
2. Find the products you are looking for (the fees/discounts).
3. Click Edit.
4. Change the Income account to whatever you would like it to be for the future. IO will never override any changes you make to the income account.
5. Also, you'll still need to edit the past invoices in Quickbooks to change the income account.
Please try syncing a lead that was incorrect again. To do this, just open and save. To be sure it tries to sync, you can make a small change before saving. Let us know if it doesn't correct, but it should. Thanks!
Please try syncing a lead that was incorrect again. To do this, just open and save. To be sure it tries to sync, you can make a small change before saving. Let us know if it doesn't correct, but it should. Thanks!
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