Resolving Expenses from QuickBooks Online Not Showing Against a Property in Re-Leased

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This article outlines troubleshooting steps if expenses from QuickBooks Online (QBO) are not appropriately reflected against a property in Re-Leased. Data sync issues can cause such discrepancies, but with a few checks and adjustments, you can align your financial information between both platforms. The primary reasons for these issues usually involve the format of the entries in QBO and their settings.


Confirm the Entry Type in QuickBooks Online

Make sure the expense was initially entered as a Bill in QuickBooks Online. Other transaction types like cash coding or spend money transactions do not sync with Re-Leased. This is the same for Receive money transactions.


Assigning Classes to Invoice Line Items

QuickBooks Online uses Tracking/Classes to link an invoice to a property in Re-Leased. It is essential to assign a class at the line item level on your invoice. Bills with no class assigned will sync with Re-Leased, but they will only be visible in the Income and Expenses section, and will be associated just with the contact, not the property.


Check Tracking is Connected to the Property

To verify if the property tracking is correctly connected, you can view the property’s Summary or Details page in Re-Leased. This connection is vital for accurate expense allocation.


Review the Invoice Date

Invoices or bills dated before the established sync from date will not be shared. You can adjust this by:

  1. Going to Settings > Manage Add-ons and Integrations > select Company > select QuickBooks Online.
  2. Checking the Sync From date and comparing it to the date of your invoice. If it predates the Sync From date, you can either:
          • Edit the invoice to a date within your synchronization range, or
          • Disconnect and reconnect QuickBooks Online with an earlier Sync From date to include older transactions.


By working through these steps, your bills and invoices in QuickBooks Online should display correctly against respective properties in Re-Leased, ensuring your financial records are consistent across both platforms.

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