New Integration FAQ
Why aren’t all my income accounts showing in the drop-down menu in Boatyard?
Boatyard only displays income accounts with the “Sales of Product Income” detail type from your QuickBooks Online Chart of Accounts.
This is because when Boatyard creates new Items in QuickBooks through the API, QuickBooks requires that the linked income account use the Sales of Product Income detail type. Accounts with other detail types (like Service/Fee Income) are not compatible with the QuickBooks API and therefore won’t appear in the list.
Even though all items use this income account type in QuickBooks, Boatyard still tracks whether an item represents a part or a service internally for accurate reporting and analytics.
In short, Only income accounts with the Sales of Product Income detail type are supported by QuickBooks’ API and will appear in Boatyard’s drop-down menu.
Why can’t I use a “Service/Fee Income” detail type with Boatyard?
QuickBooks doesn’t allow apps to assign “Service/Fee Income” accounts when creating new items through the API. Because Boatyard creates new items automatically in QuickBooks, all items must use the “Sales of Product Income” detail type instead.
Boatyard still tracks whether an item represents a service or part internally, so your reports remain accurate — even though QuickBooks lists all items under the same income account type.
Old Integration FAQ
Your customer in Quickbooks must only have one email address, and this email address needs to match exactly the email address the customer has listed in Boatyard.
For invoices to sync successfully, your customer in QuickBooks must have only one email address, and it must exactly match the email address listed for the customer in Boatyard. If the customer in QuickBooks has multiple email addresses or their email address in QuickBooks does not match the one in Boatyard, the invoice will fail to send.
QuickBooks cannot process invoices when a category and product share the same name.
Take a look at your invoice line items and compare them to the categories you are using in Quickbooks. Once you've located the category which uses the same name as a line item in your Boatyard invoice, you'll need to change the name of the category in QB.
How to update the category name:
Go to the Gear Icon → Products and Services.
Click the More dropdown, then select Manage Categories.
Locate the conflicting category and click Edit under the Action column.
Change the category’s name in the Name field to something unique.
Click Save.
Once you have taken these steps it should resolve the issue.
Customers not importing
If your customers are not importing from Quickbooks into Boatyard, you want to check and make sure the customer in Quickbooks has only one email address. Multiple email addresses for the customer in Quickbooks will block the customer from being imported successfully.