Smoother QuickBooks Syncing

Hi there,

We've made QuickBooks syncing more forgiving and given you more control over which orders sync, so your books stay accurate with fewer manual fixes.

What's New:

• New "Recreate in Quickbooks" button: if an invoice's linked record was deleted or made inactive in QuickBooks, the sync error message now explains what happened and offers a one-click button to clear the old link and create it again.

• Names sent to QuickBooks (clients, items, locations, payment methods) are now cleaned of characters QuickBooks doesn't accept, so those records no longer fail to sync.

• The "No Quickbooks" checkbox on an order can now be switched on and off at any time. Previously, once it was checked it could not be unchecked.

How to Use It:

• When a QuickBooks sync error appears for an invoice saying the object wasn't found, read the suggestion and click Recreate in Quickbooks.

• To keep an order out of QuickBooks, open the order's Edit page and check No Quickbooks near the bottom of the form, next to No Emails. Uncheck it later to include the order again, then save.

Benefits:

• Fewer stuck invoices and payments after records change in QuickBooks.

• Fewer sync failures caused by special characters in names.

• Full control over which orders reach your accounting.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].