Invoice/Vendor Bill/Receive Payment Not Syncing to QuickBooks

If your Invoice/Vendor Bill/Receive Payment is not syncing to QuickBooks, take the following steps, if you haven't already, and then attempt the sync again.  

If Invoice Is Not Syncing to QB:

1. Ensure the invoice isn't in the "Draft" or "Voided" status.
2. Ensure the Client/Customer associated with the invoice has been successfully synched to QB prior to attempting the invoice sync.
3. Confirm the "Company Name" field of the customer record in QB matches the value in the "QuickBooks ID" field of the client record in ClickClaims.
4. Confirm the "Client Examiner" affiliated with the claim record in ClickClaims exists in QB.
5. Confirm the Line Items are each properly mapped to a valid QB Account.
6. Confirm the spelling of the ClickClaims Line Item and the QB Service Item.

If Vendor Bill Is Not Syncing to QB:

1. Ensure the vendor bill isn't in the "Draft" or "Voided" status.
2. Confirm the ClickClaims Product & Service Items are each mapped to a valid QB Service Item or Account.
3. Confirm the adjuster associated with the vendor bill has been successfully synched to QB prior to attempting the vendor bill sync.
4. Confirm the value located in the "QuickBooks Name" field of the affiliated adjuster's user record in ClickClaims matches the value in the "Vendor Name" field of their vendor record in QB.

If Invoice Payment Is Not Syncing to QB:

1. Confirm the invoice's "Reference Number" does not exceed 20 characters.
2. Ensure the invoice has not be voided, deleted, or edited in QB in a way that makes it ineligible for a payment to be applied (i.e. the customer in QB differs from the ClickClaims client).
3. Confirm the invoice has not already been paid/partially paid manually in QB.
4. Confirm he invoice amount in QB doesn’t differ from ClickClaims.