If you are having trouble with your QuickBooks sync, here are some of the most common issues we see.
1. Mappings Not Set Up or Set Up Incorrectly
It may be that you have not set up the QuickBooks mappings or are missing some mappings. Please review this support article to learn how to set up mappings. You will need to do this for any new Charge Items or Discount Items. Also, be sure you have mapped "Misc Credit" to the "Manual Adjustment Mapping."
2. Dates Already Synced
It may be that the dates you have selected to sync have previously been synced. Since each synced transaction gets marked as complete, you are not able to sync them again without Enrollsy making adjustments on the backend.
If you go into any Customer Account Page and look at their Transaction History, you will see a little cloud icon next to the transactions that have been synced. The transactions that have already been synced with QuickBooks will have a cloud icon to the right-hand side. Transaction that do not have the icon have not yet been synced.
You can sync transactions for dates that have not already been synced.
3. Account Holder Name Exists in QB
You may have an account holder who is also on your staff so the person's name may already be in QuickBooks. If this is the case, you will need to add another record in QuickBooks. Basically, you will need two records in QB, one as a customer and one an employee. However, you will need to add something to the person's name as QB will not allow you to have the same name twice (i.e., "Jane Doe (employee)").
Once you have fixed the record, try syncing again.
4. "Export Payment Methods List" Box Checked (QB Desktop Only)
If you are using QuickBooks Desktop, after the first sync, do not select the checkbox "Export payment methods list" as this can cause errors.
Error Persists
QuickBooks Desktop
If you're experiencing a sync error with QuickBooks Desktop (QBD) that the above issues don't solve, here are the steps to take:
The first step is to download the error file provided by QBD. This file should be an IIF file.
Once you have the error file, email it to support@enrollsy.com for further assistance.
It's important to revert your company file to your backup to avoid any potential data corruption.
QuickBooks Online
If you encounter an error in Quickbooks Online, double-check that you followed the steps to sync before contacting us. Be sure to do all the steps in the article. Revert your company file to your backup. We don't want corrupted data in your company file.
If you have completed all steps in the troubleshoooting article and are still getting an error message, please note the date and time of the error and screenshot/download any errors you are displayed and contact us on the admin portal chat box.
Check Console for Errors
Check Console for Errors
When you get that error message, you can look in your console for the error. Follow these steps:
Right-click anywhere in the browser window and select Inspect from the pop-up menu.
By default, the Inspect will open the "Elements" tab in the Developer Tools. Click on the "Console" tab, which is to the right of "Elements".
Clear the console by right-clicking in the console, clicking "Clear console" and choosing to show errors only.
After you've cleared the console, could you try to reproduce the issue?
Any errors that occur will appear in red — could you please take a screenshot of those.