If you are having trouble with your QuickBooks sync, here are some of the most common issues we see.
1. Mappings Not Set Up
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.
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. "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
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.