Resetting Transfer Status of Invoices/Receipts to Resync to QuickBooks
Resetting Transfer Status of Invoices/Receipts to Resync to QuickBooks
If you run into issues where you did a sync for a date range, but information doesn't show in QuickBooks, when it shows as Transferred in Kennel Connection. There are a few options on how to reset the transfer status, either individually, or in batches.
Option 1. Individual Reset
Go to Accounting>Invoices. If you see the QBDL status as Transferred and you want to reset it, simply double click on the Transferred status and it will offer to reset the status for you. Do this for all invoices that you want to reset.
You'll also need to do this for receipts, by going to Accounting>Receipts and following the same steps above.
Option 2. Bulk Reset
To reset your receipts, go to Utilities>QuickBooks DirectLink. Check only the Vendors option and put in the date range of the receipts that you want to reset. Once that's in place, double click the Ready label at the bottom.
To reset invoices, go to Utilities>QuickBooks DirectLink. Make sure all options are unchecked and put in your date range, then double click the Ready label at the bottom.
If you have any questions, you can reach our support team Mon-Fri between 8am-5pm EST by phone at 888-486-4343, option 2. You can also open a ticket at any time by sending an email to support@softwareconnectionllc.com
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Quickbooks DirectLink installation instructions
The QuickBooks DirectLink connects Kennel Connection to QuickBooks and will sync over clients, invoices, receipts, vendors and inventory. The DirectLink will only work with the desktop version of QuickBooks. It does not work with the online version. ...Reset security certificate for QuickBooks DirectLink
There may be a time when you have to reset the security certificate for QuickBooks DirectLink. Close Kennel Connection. Open QuickBooks. Click on Edit. Go to Preferences. Click on Integrated Applications tab. Click on Company Preferences tab. ...QBDL error Receipts: Receipt date for customer will not be transferred to QB as the corresponding invoice has been modified after payment was received
Compare the invoice in Kennel Connection to the invoice in QB. Modify the invoice in QB so that it matches the invoice in KC. The receipt will then transfer. If this does not work, you can also try deleting the invoice in QB, finding the invoice ...QBDL error Object specified in request cannot be found. Receipt date: Invoice has not transferred to QB.
QuickBooks does not recognize an item in the invoice this receipt is attached to. Make sure all items in the KC invoice are also in the QB invoice. If invoices appear identical and the receipt still won't sync, try deleting the invoice in QB, ...QBDL error Invoices: There is an invalid reference to QuickBooks InvoiceLineItem SalesTaxCode Z in the invoice line
In order to sync taxes, the QuickBooks DirectLink needs to be pointed to KC Taxes. This error says it's pointed to Z. Click on File, Business Info, QuickBooks tab. Repoint taxes to KC Taxes.
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