Syncing With QuickBooks Online

31 articles in this collection
Written by Dan Fellman

About QuickBooks Syncing

About Syncing With QuickBooks

What you should know about how ContractorTools syncs with QuickBooks

Written by Dan Fellman
Updated over a week ago

Set Up Syncing With QuickBooks

How to sync your ContractorTools data with QuickBooks Online

Written by Dan Fellman
Updated over a week ago

Sync with QuickBooks Tutorial Video

Watch this video for information on syncing with QuickBooks Online

Written by Dan Fellman
Updated over a week ago

About Syncing Payments

Important information about syncing payments with QuickBooks

Written by Dan Fellman
Updated over a week ago

Writing Customer Email Addresses to QuickBooks

Written by Dan Fellman
Updated over a week ago

Writing Customer Phone Numbers To QuickBooks

Written by Dan Fellman
Updated over a week ago

Taxes in ContractorTools and QuickBooks

How ContractorTools calculates and syncs taxes with QuickBooks.

Written by Dan Fellman
Updated over a week ago

QuickBooks Sync Report

Shows what is selected to sync, what will sync, or what has synced.

Written by Dan Fellman
Updated over a week ago

Syncing With QuickBooks Projects

ContractorTools is able to sync with projects in QuickBooks, but there are some steps involved.

Written by Dan Fellman
Updated over a week ago

Frequently Asked Questions

Can I Sync With QuickBooks From Multiple Devices?

You should not sync with QuickBooks from multiple devices!

Written by Dan Fellman
Updated over a week ago

Why Does a Job in ContractorTools Write Two Customers to QuickBooks?

Written by Dan Fellman
Updated over a week ago

I Synced A Job To QuickBooks, Why Can't I Find It There?

How customer names are saved in QuickBooks, and where they appear in the customer list in QuickBooks.

Written by Dan Fellman
Updated over a week ago

Some of my QuickBooks customers do not appear in ContractorTools. Why?

If it seems that you are not seeing all of your QuickBooks customers in ContractorTools...

Written by Dan Fellman
Updated over a week ago

Does ContractorTools Sync With Desktop QuickBooks?

Written by Dan Fellman
Updated over a week ago

Why Does My Estimate Look Different in QuickBooks?

Estimate items in QuickBooks are named and grouped differently than they are in ContractorTools. Why?

Written by Dan Fellman
Updated over a week ago

Why Don't Zero Cost Items Appear In QuickBooks?

Written by Dan Fellman
Updated over a week ago

If I take credit card payments in QuickBooks, should I also enter them in ContractorTools?

Written by Dan Fellman
Updated over a week ago

Why Is The Unit Cost of Estimate Items In QuickBooks The Same As The Total?

Written by Dan Fellman
Updated over a week ago

Line item sales tax amounts don't match

Why do the "Tax Amounts" in the Taxable Sales Detail report in QuickBooks not match line item tax amounts in ContractorTools?

Written by Dan Fellman
Updated over a week ago

Common Sync Errors

Account Period Closed

The account period has closed. Txn Date=99/99/9999 is before book closing date=99/99/9999

Written by Dan Fellman
Updated over a week ago

Business Validation Error: You must select a customer

"You must select a customer. If the customer isn't on the list, you can add it by typing the name and pressing Enter."

Written by Dan Fellman
Updated over a week ago

Error: "Invalid Reference Id"

One of the list elements assigned to this transaction has been deleted.

Written by Dan Fellman
Updated over a week ago

Error: "The name supplied already exists"

"Another customer, vendor or employee is already using this name"

Written by Dan Fellman
Updated over a week ago

Error Adding QuickBooks Customer: "Invalid Email Address format"

Written by Dan Fellman
Updated over a week ago

Error: "Duplicate Document Number Error"

Written by Dan Fellman
Updated over a week ago

Error: Item Category or Bundle with name: 'Labor' exists in QuickBooks!

Please change the name of this Item Category/Bundle in QuickBooks.

Written by Dan Fellman
Updated over a week ago

Business Validation Error:

"Line order does not match", or "Line items with duplicate line item ids"

Written by Dan Fellman
Updated over a week ago

Business Validation Error:

"This transaction is matched to a downloaded transaction. If you want to change the account, you need to unmatch the transaction first."

Written by Dan Fellman
Updated in the last hour

Error disconnecting from QuickBooks: OAuth Token rejected

Written by Dan Fellman
Updated over a week ago

Subscription period has ended or canceled or there was a billing problem

You can't add data to QuickBooks Online because your trial or subscription period ended, you canceled your subscription, or ...

Written by Dan Fellman
Updated over a week ago

Error: "Cannot Delete Object"

This customer cannot be made inactive because it has sub customers.

Written by Dan Fellman
Updated over a week ago