This article outlines components of QuickBooks Online that are not compatible with Re-Leased and provides guidance on how to manage them effectively. Awareness of these features will help ensure a seamless sync experience between QuickBooks Online and Re-Leased.
Automated Credits/Payments
To avoid sync issues, disable Automated Credits/Payments feature in QuickBooks Online:
- Go to Account & Settings.
- Select Advanced.
- Locate Automation and turn off related settings.
Discounts and Mark Ups
Transactions with discounts or mark ups do not sync with Re-Leased. Implement this workaround:
- Replace discounts in QuickBooks with a negative line item.
- Replace mark-ups in QuickBooks with a positive line item.
Multi Currency Usage
If you have set up contacts and invoices with multiple currencies in QuickBooks:
- Contact Re-Leased customer support to unlink these from the integration.
- Make the contact inactive in QuickBooks.
- Create a new contact using your home currency.
Contacts with Multiple Email Addresses
Ensure each contact in QuickBooks has a single email address to sync with Re-Leased. Remove additional email addresses from the contact in QuickBooks.
Description Lines on Documents
Invoices, bills, credit memos, and vendor credits with just a description line cannot sync from QuickBooks to Re-Leased.
Sent Status Indicator
Sent status appears in QuickBooks only if an invoice is dispatched using QuickBooks itself.
Tax Rates with "Effective Date"
Re-Leased does not support tax rates in QuickBooks with an Effective Date feature. Should you encounter sync errors due to this:
- Adjust the future effective rate in QuickBooks to match the current rate.
- Create a new tax rate for any upcoming changes.
Invoices with Product Bundles
Product bundles in invoices or credit notes in QuickBooks will not sync to Re-Leased.
Archiving Contacts
Archiving a contact in Re-Leased does not reflect in QuickBooks Online. Archive the contact in both platforms separately.
Refunds
Refunds issued in QuickBooks Online cannot be transferred to Re-Leased during synchronization.
Understanding these limitations and applying the necessary adjustments will help maintain a consistent and error-free link between your QuickBooks Online and Re-Leased accounts.