How can I troubleshoot synchronization and invoice modification issues between LeanLaw and QuickBooks?
Integrating LeanLaw with QuickBooks helps streamline financial processes, but discrepancies or modification challenges can occasionally arise. Below, we address two common issues 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:
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:
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.
By following these troubleshooting tips, you can resolve common integration issues and maintain seamless synchronization between LeanLaw and QuickBooks.