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Understanding QuickBooks Online Integration Limitations

QuickBooks Online integration limitations in Re-Leased — covers automated credits, discounts, multi-currency, multiple email addresses, description-only lines, Sent status, effective date tax rates, product bundles, contact archiving, and refunds.

Updated over a week ago

The QuickBooks Online integration with Re-Leased does not support all QBO features. Review these limitations before setup to understand where manual workarounds are needed.


Automated Credits/Payments

Disable this feature in QBO to avoid sync issues: Account & Settings > Advanced > Automation — turn off related settings.


Discounts and Mark-Ups

Transactions with discounts or mark-ups do not sync with Re-Leased. Use these workarounds:

  • Replace discounts with a negative line item in QBO.

  • Replace mark-ups with a positive line item in QBO.


Multi-Currency

Contacts and invoices using multiple currencies cannot sync. To resolve: contact Re-Leased Support to unlink these from the integration, make the contact inactive in QBO, then create a new contact using your home currency.


Contacts with Multiple Email Addresses

Each contact in QBO must have a single email address to sync with Re-Leased. Remove additional email addresses from the contact in QBO.


Description-Only Lines

Invoices, bills, credit memos, and vendor credits containing only a description line cannot sync from QBO to Re-Leased.


Sent Status

The Sent status in QBO only appears if an invoice is dispatched using QBO itself.


Tax Rates with an Effective Date

Re-Leased does not support tax rates in QBO that use the Effective Date feature. If sync errors occur: adjust the future effective rate in QBO to match the current rate, then create a new tax rate for any upcoming changes.


Product Bundles

Invoices or credit notes containing product bundles in QBO will not sync to Re-Leased.


Archiving Contacts

Archiving a contact in Re-Leased does not reflect in QBO. Archive the contact in both platforms separately.


Refunds

Refunds issued in QBO cannot be transferred to Re-Leased during synchronisation.

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