Year closed in QB doesn't allow payments in Printavo to sync
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Chris McDevitt
So the generally accepted accounting practice is to close the prior year once you are done with taxes, yr end entries, etc. However, if you do that, then the "sync" in Printavo doesn't allow you to sync a payment made against an outstanding invoice. This seems like flawed logic. You need to allow a payment made in the current year to be posted against an invoice in a prior year (even if that year is closed). As a work-around, we are posting the payment in both Printavo and QBO, but wanted to mention it here to see if others have encountered similar problems.
Cory
It took me a long time but I finally got them to stop calling it ‘sync’ and this thread is why. It’s an export only. Be careful that Printavo doesn’t overwrite your manual changes on the QuickBooks side.
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Linda Bruno
Yes! I have encountered this. If an invoice is created before the books are closed but the payment is made after, the payment will never sync. We have to manually mark the invoice paid in QBO.
There is another issue you should watch out for. If you create a quote before the books are closed but it doesn't become an invoice (therefore eligible for sync) until after the books are closed, that invoice will never sync. It will never import into QBO.
I'm not sure if this is just something I have encountered: even though the invoices import with the Invoice date, the criteria for importing is always the Created date. This means that if I create a quote before year end but it doesn't actually become an invoice until after year end, it will never sync because it was Created before year end. I have even tried manually changing the Created date in Printavo, but it doesn't seem to matter. I still get that dreaded yellow dot beside Quikbooks Online Status!
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New Duds
We've encountered many syncing issues with QBO, so much so that our book keeper requested that sync be tunred off. She manually looks through both as its quicker than trying to fix all the issues that come up.
Cory
New Duds Yep. Lost like $7000 in bookkkeeper work learning it the hard way.