How Can I Resolve Syncing Issues Between BuildOps and QuickBooks?
Syncing issues between BuildOps and QuickBooks can arise due to data mismatches, pre-existing records, or errors during record export.
Troubleshooting Steps
1. Resolving Invoice Syncing Issues
If an Invoice is deleted or moved in QuickBooks.
If an invoice is deleted, contact Support Team for RefID reset.
Check on Quickbooks if the invoice is located on the same job/project,property and customer compared to BuildOps.
If an invoice was moved in Quickbooks and causing the error, move the invoice back to the original entity.
2. Handling Property Syncing Issues
If a property fails to sync to QuickBooks:
Navigate to the property record in BuildOps.
Make sure there is no property record with the exact name (duplicate) in BuildOps
Select the Edit+Save option, which retriggers the record export.
If the syncing issue persists. please contact BuildOps Support team.
3. Dealing with Pre-existing Payments in QuickBooks
When a payment already exists in QuickBooks, attempts to sync the same record from BuildOps will fail. To resolve this:
Use the Bypass Option:
For payments, the status changes to Bypassed.
This prevents duplicate entries and ensures error-free syncing.
4. Vendor Document Number Errors
Receipts might not sync to QuickBooks Online if the Vendor Document Number on the receipt is not unique for that vendor. QuickBooks requires a unique document number for each vendor. Follow these steps to solve this issue:
Verify if the Vendor Document Number already exists under the same vendor in QuickBooks.
Update the Vendor Document Number in BuildOps to make it unique.
Re-post the updated receipts to QuickBooks Online.
5. Expense GL Account Mismatches
Invoice syncing failures can also result from differences in Expense GL account mappings between BuildOps and QuickBooks. To resolve:
Review the Expense GL account settings for the affected items in QuickBooks.
Update the corresponding items in BuildOps to match the Expense GL accounts in QuickBooks.
Before making changes in QuickBooks, switch to single-user mode to prevent conflicts.
Retry the sync after correcting the mappings.
6. How to Resolve Syncing Issues for Deleted Receipts
When dealing with receipts that were previously synced to QuickBooks but later deleted, their backend accounting reference ID often prevents the receipt from being resynced until it’s reset or removed. Below, we summarize the steps for addressing this issue and successfully resyncing your receipts.
Step to Resolve the Issue:
If a Receipt is deleted and there's a need for a Re-sync, contact Support Team for RefID reset