Why are some of my transactions not syncing over to QBO? If the transaction is $0 it will not sync over. For example, you are selling an item for $0. That will not sync over.
Is there any way to push over invoices to QBO once a month? Not at this time, our syncs take place a couple of times a day. You can however send billing emails through Flight Circle 1x a month or whenever you would like. Manage > Users > Billing tab > Process Billing.
Can I update net payment terms on invoices with this integration? Not at this time, you will have to manually update it for now.
Why are invoice numbers not populating in QBO? You can set your own invoice numbering preference in QuickBooks Online since they create them, not us. Please use this doc for reference. Then make sure Custom Transaction Numbers are set to Off.
How do I change a QBO Products Account type?
- Gear top right > Products and services
- Search for the item > Tap Edit on the right
- For “Income account” drop this down to select another Account
- For Fuel Reimbursements and other credit adjustment Items in Flight Circle, the account should be an EXPENSE account selected here
Are contract credits recorded in Quickbooks if the integration has been setup? If so, how do you record the following:
- Credits when they are initially earned.
- Credits when they are used toward flight time.
- Credits that expire
1. Contracts are Items in Flight Circle and link to Products in QBO. Selling a Contract would pass through as a Product sold. It would be income to whichever Account you have mapped to that Product in QBO.
2. A flight is recorded (checked in) also as an Item sold and would pass through the same as above. It will be billed out as normal, at standard rates. When a flight is recorded via checkin, the Contract value in Flight Circle will reduce and we add an Adjustment automatically to offset the flight charge. This Adjustment will also map to QBO and use the Account you specified.
3. When a Contract expires unused, a ledger entry is made in Flight Circle noting it for reference and we simply remove the credits remaining. No financial value is used and does not sync to QBO.
If I process payments in QBO and post those payments in Flight Circle will it create duplicates? Yes, after the payments sync to QBO, go into QBO and delete the duplicate entries.