OVERVIEW
This article provides details about using the Detail Sync export method with QuickBooks and what impact a Closing Date can have.
PARTS AND MODIFIERS
If your QuickBooks company has existing items (QBO Online calls them Products and Services), and those items have transaction history, Closing Dates can cause the sync to fail when syncing new items. If an existing item in QuickBooks has the same name as a Part of Modifier in CoreBridge, and the sync is attempting to match the item to QuickBooks for the first time, the Closing Date in QuickBooks can prevent that from happening because QuickBooks is trying to keep the item history intact. When the sync attempts to match the existing item. it needs to update the item in QuickBooks to match CoreBridge. If the Income or COGS account is different between CoreBridge and QuickBooks, updating the item will change historical data in QuickBooks. Historical transactions will use the updated account from CoreBridge instead of the account that was originally used. The Closing Date prevents that from happening.
There are two ways to prevent the issue of the failing sync.
- Remove the Closing Date password.
- Change the name of the item in QuickBooks so that it doesn't match CoreBridge. That will allow the sync to create a brand new item.