How can I troubleshoot synchronization and invoice modification issues between LeanLaw and QuickBooks?
Integrating LeanLaw with QuickBooks helps streamline financial processes, but integration issues can manifest in various ways beyond just synchronization and invoice modification. Below, we address common challenges and provide steps for troubleshooting.
Resolving Accounts Receivable (AR) Reporting Discrepancies
If your accounts receivable (AR) report in LeanLaw is missing an invoice that exists in QuickBooks:
Common Causes of QuickBooks Integration Problems
Local environment factors:
Outdated or malfunctioning browser
Browser session/cache build-up
Temporary computer or network issues
QuickBooks Online API disruptions:
Outages or delays on the QuickBooks API may disrupt communication, slowing down LeanLaw pages or tasks such as calculating balances and emailing invoices.
Verify Data Accuracy: - Check whether all outstanding invoices were correctly created in LeanLaw. - If you are coming from another software that utilized QuickBooks Online, that QuickBooks activity can cause discrepancies since the invoices will not reflect in LeanLaw.
Review and Associate Data Properly: - Ensure all outstanding invoices from QuickBooks are linked to the correct matters and appear in LeanLaw.
These steps help ensure data consistency between the two platforms and resolve AR reporting issues.
Correcting Invoice Modifications
When invoices created in LeanLaw are modified within QuickBooks Online, you may encounter synchronization issues. We highly recommend making ANY changes to invoices within LeanLaw to avoid this. To fix these and maintain accuracy:
Addressing QuickBooks Online API Disruptions
If the QuickBooks Online API is experiencing delays or outages, LeanLaw may face disruptions in critical features such as invoicing, balance calculation, or other time-sensitive functionalities. These issues are beyond local control, as they depend on QuickBooks’ servers. In such cases:
Monitor the QuickBooks Online status page for updates on outages.
Retry the task later, after verifying that API services have stabilized.
Undo and Reapply Payments: - Undo any payments made in QuickBooks Online. - Redo or rebill the invoice directly from LeanLaw with the updated details by sending the invoice back to Drafts. - Reapply payments in QBO for reconciliation.
Track Past Invoices Separately (if needed): - For invoices already modified incorrectly, consider tracking them separately to avoid reconciliation issues.
Establish Best Practices for Future Changes: - Always make invoice changes within LeanLaw, especially after the invoice has been synced to QuickBooks. This will prevent potential synchronization errors.
These methods ensure accurate allocation and distribution tracking, as well as proper syncing between the two systems.
Additional Suggestions
If issues persist despite following the above steps:
Try a different supported web browser to rule out browser-specific issues.
Contact LeanLaw support for further assistance with diagnosing and resolving the problem.
By following these troubleshooting tips for synchronization issues, general integration challenges, and QuickBooks Online API disruptions, you can resolve common issues and maintain seamless synchronization between LeanLaw and QuickBooks.