quickbooks online settings to allow syncing with appas

In fact, Centerbase offers the opportunity to push to QBO during the posting process. It is recommended that users do not sync invoices with QBO until they are ready to post the invoice.

Once you have removed the ID you can click on Send to CB again and it should successfully sync over. In order to sync it again, you will need to edit the invoice and remove the existing Quickbooks ID and save it. Sometimes you have an invoice that was previously synced and for some reason was deleted from Quickbooks online. Sometimes the client needs to be pushed manually in order to successfully push the invoice.

Opening the trouble invoices and manually syncing the record by pushing the QB Sync button in the upper right will give more details on why the invoice failed to update. Any invoice that can be synced will and those that could not be will be shown in an error (below). Selecting multiple invoices, then right-clicking and selecting Push to QuickBooks will begin the sync process. Invoices may be pushed to QBO in mass from the invoices grid. If the client does not want to modify their Centerbase data, another field may be created specifically for syncing with QBO, and the setting for Display Name under Customer Information in the QuickBooks System Settings can be changed to the new field name. The name of the record in Centerbase must be truncated to be less than or equal to 50 characters. Updating the QuickBooks Id field by editing the Centerbase record will connect the two (in this case the ID is 81).Īnother common occurrence that causes issues with the sync of customers is QuickBooks Online’s character limit for customers, which is set to 50. This field is available on the client, invoice and payment along with a QuickBooks LastSynced date field.

If the client name already exists in QBO, then the user will be prompted to connect the two together with a QuickBooks ID. Generally, the vendor is renamed to denote that it is a vendor instead of a client. Centerbase offers some feedback from the QBO API to inform the user of why a certain sync failed.įrom the Client level, QuickBooks does not allow a Customer (Client in Centerbase) and a Vendor to have the same name. There are many reasons a record may have issues syncing with QuickBooks.

Quickbooks online settings to allow syncing with appas