Solving Sync Issues

Example email sent by FlexPoint when an invoice fails to sync

QuickBooks Online

1. Click the gear icon in the upper-right corner and navigate to Products and Services under Lists
2. Click "New" to add a new product
3. Choose "Non-inventory"
4. Set the Name to be exactly the name of the line item from the email
5. Scroll down and click "Edit sales tax", then select the appropriate tax setting
6. Click "Save and close" to add the item
7. Navigate to FlexPoint and open your Invoices page, then click Import
8. Click the invoice that failed to import and confirm that you want to import it

QuickBooks Desktop

1. In the top navigation bar, select Lists, then Item List
2. Press Ctrl+N to create a new item
3. Choose the item type appropriately, and ensure that the item name exactly matches the name from the email
4. Set the correct tax rate and code for the item, then select the item's account
5. Click "OK" to add the item
6. Navigate to FlexPoint and open your Invoices page, then click Import
7. Click the invoice that failed to import and confirm that you want to import it