Following these practices reduces sync errors between Re-Leased and QuickBooks Online and keeps your financial data accurate across both platforms.
Chart of Accounts
Do not create chart of accounts with identical names — unique names prevent confusion and sync conflicts.
Locked Periods
Do not edit transactions in periods that have been locked in QuickBooks Online. Locked periods have typically been reported or audited.
Paid Transactions
Do not delete paid transactions — this causes discrepancies between Re-Leased and QBO.
Do not void paid transactions without first removing the payments.
Do not alter the amount on a paid invoice or bill.
Note: If a paid transaction is voided in QBO and a sync error occurs, rectify the associated payment(s) in QBO and sync again to resolve the error.
Voided Transactions
Do not edit voided transactions. Once voided, a transaction should remain untouched to maintain consistency.
Invoice Numbering
If you were using Re-Leased before connecting to QBO, the first sync will harmonise invoice numbering to match QBO's system.
Chart of Account Prefixes
Re-Leased uses prefixes to differentiate chart of account types: [P] for purchases and [S] for sales.
Tax Handling (US/Canada)
When creating invoices in Re-Leased for US/CA customers, specify whether tax applies. If tax is selected, QBO calculates the tax amount and the updated figure syncs back to Re-Leased.