QuickBooks DirectLink isn't working for deposits/prepayments
The QuickBooks DirectLink (QBDL) isn’t working for deposits/prepayments, so now you have a large dollar amount in your accounts receivable.
Each deposit needs to be made once the money is put into QB. Kennel Connection transfers the receipts, but the receipt itself needs to be ‘deposited’. In QB, click on Banking, Make Deposits. This is the responsibility of you and/or your accountant.
You are able to add deposits/prepayments to the customer's account. Your client can use this to reserve a spot in your facility for a holiday stay, for example, or they can use this just to pay ahead of time. You can take deposits/prepayments in two ...
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 ...
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 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.
QuickBooks DirectLink and slowness
There are two options when using the QBDL: automatic or manual. If you have KC set up to automatically sync, then every time you create an invoice, client record, take payment, etc, KC is trying to sync that with QB. This can slow your system down ...