This article provides detailed instructions for resolving common errors encountered with the QuickBooks Online integration.
QBO Token Failure
If your QuickBooks Online integration becomes disconnected, you can now reconnect it directly. To do so:
- Navigate to Settings.
- Select QuickBooks.
- Click the Reconnect button to restore the connection.
Expense Account Missing or Not Listed
If the account you expect to use for payouts doesn't appear in the "Name of account to enter payouts under" dropdown, or the field shows as empty for a location that should already have one set, this is almost always caused by one of the following:
- The account's type was changed in QBO. Our integration can only list accounts that QuickBooks Online currently returns as Expense type. If an account is switched to a different type in QBO, it will disappear from the dropdown even though it's still active and in use. To fix this, either change the account back to an Expense type in QBO, or select a different Expense-type account from the dropdown to sync to going forward.
- The account was never set for this location. This is common right after adding a new location: the expense account and bank account don't carry over from your other locations, even if they share the same QBO company. Each location needs its expense account and bank account set individually under Settings > QuickBooks before payouts for that location will sync.
Tip: The account dropdown is searchable but doesn't auto-match as you type, so it's easy to land on the wrong entry while scrolling or searching (for example, selecting "Shared expense" when you meant to find "Tenant Payments"). Double-check the selected account name before saving.
SimpleACH Payouts Not Appearing in QBO
If your check payouts sync to QBO but your SimpleACH payouts don't, make sure Sync SimpleACH payouts is turned on for that location:
- Navigate to Settings.
- Select QuickBooks.
- Choose the location.
- Check Sync SimpleACH payouts, then click Save and Exit.
This setting is unchecked by default and is set per location, so each location that uses SimpleACH needs it turned on. SimpleACH payouts made while the box was unchecked are not synced, and turning it on later does not add them to QBO. If you need those payouts added, please contact our support team.
Failed or Voided SimpleACH Payouts
SimpleACH payouts sync to QBO as soon as they're submitted in SimpleConsign, before the bank transfer completes. If a SimpleACH payout later fails or is voided, the entry in QBO is not changed or removed.
- Retrying a failed payout from the Payout History screen does not create a duplicate entry in QBO.
- Voiding a payout and paying the consignor out again creates a second entry in QBO. Delete or void the original entry in QBO manually to keep your records accurate.
Syncing Issues with QuickBooks
If your payouts fail to sync with QuickBooks and the issue persists, please contact our support team for further assistance.