Setup & Troubleshooting

Setup

Open your integration settings

In Salesbricks, navigate to Settings -> Integrations and find the Finance / ERP section.

Choose QuickBooks Online

Click Connect on the QuickBooks Online option. You’ll be redirected to QuickBooks to sign in.

Only one finance system can be connected at a time. If Xero is already connected, the QuickBooks option is disabled until you disconnect it.

Authorize Salesbricks in QuickBooks

Sign in and allow access to the company you want to sync.Salesbricks uses an OAuth connection to QuickBooks, so your username and password are never stored by Salesbricks.

Confirm the connection

You’ll land back in Salesbricks with a Connected tag on the QuickBooks Online card. Your integration is complete.

What Salesbricks configures for you

A new connection starts from a working configuration, so invoices sync without any manual setup:

Setting	Seeded value
Auto-create customers, invoices, and payments	On, so new records post to QuickBooks as they happen
Auto-matching	On, so payments recorded in QuickBooks reconcile back to Salesbricks invoices
Credit memos for adjustments and credits	On, so non-cash credits post as QuickBooks credit memos instead of payments
Sync muted invoices	Off, so an invoice excluded from Salesbricks emails is not pushed to QuickBooks
Date range descriptions for usage and ramping	On, so those lines carry their billing period instead of the brick name
Override invoice number and sales tax	Off, so QuickBooks numbers invoices and calculates tax until you turn the overrides on

These defaults are only applied on a first-time setup. Reconnecting later never overwrites choices you’ve made.

Managing the connection

The QuickBooks Online card in Settings -> Integrations carries two actions:

Action	What it does
View logs	Opens every sync attempt for the integration, including anything skipped and why.
Manage	Opens the Finance page, where the QuickBooks card’s actions menu lives.

From the actions menu on the QuickBooks card under Manage:

Action	What it does
Update account mapping	Maps transaction types to QuickBooks accounts.
Update config	Opens the integration settings.
Disconnect	Disconnects QuickBooks and stops syncing your data.

If the card shows Needs attention, the connection to QuickBooks has lapsed. Choose Reconnect to reauthorize, which restores syncing without clearing your configuration.

Troubleshooting

Start with View sync logs on the invoice, or View logs on the QuickBooks Online card in your integration settings. Skipped syncs are recorded there with the reason.

Invoice not synced

Potential cause	Resolution
The customer hasn’t synced to QuickBooks yet.	The customer syncs first. Retry the sync, or check the logs for a customer sync failure.
The customer was deactivated or deleted in QuickBooks.	Re-sync the customer, which restores it, then re-sync the invoice.
The invoice is muted and Sync muted invoices is off.	Unmute the invoice, turn the setting on, or sync the invoice manually from its billing statement page.
Sync was disabled for the order or the invoice.	Re-enable syncing from the invoice’s actions menu.
The invoice date falls in a closed accounting period in QuickBooks.	Reopen the period in QuickBooks, or ask Salesbricks Support to post the transaction to a later date.
The invoice has no calculated pricing or line items yet.	Only calculated invoices sync. Generate the invoice, then re-sync.

Payment not synced

| Potential cause | Resolution | | --- | --- | | The invoice hasn’t been synced to QuickBooks yet. | Payments attach to a synced invoice. Resolve the invoice sync first, then re-sync. | | The payment is larger than the invoice’s open balance in QuickBooks. | Expected. QuickBooks would book the excess as an unapplied credit, so Salesbricks holds the payment for review. Correct the invoice balance in QuickBooks, then re-sync. | | _The payment amount is

0._ | Expected. QuickBooks rejects

0 payments through the API. | | The payment in QuickBooks is for an invoice that does not exist in Salesbricks. | None. Salesbricks cannot reconcile payments for invoices outside the platform. | | Your Salesbricks account has been connected to multiple QuickBooks companies in the past. | Contact Salesbricks Support to reconcile your account. |

Line items aren't mapped to QuickBooks items

| Potential cause | Resolution | | --- | --- | | The brick or plan has no SKU code. | Add a code in your catalog that matches the SKU on the QuickBooks item, or ask Salesbricks Support to set up an item mapping. | | More than one QuickBooks item carries the same SKU. | Salesbricks won’t guess between them. Make the SKU unique in QuickBooks, or map the item explicitly. | | The invoice is a one-off, with no plan or brick behind its lines. | Expected. One-off lines have nothing to map to an item. |

Payments post to the wrong account

| Potential cause | Resolution | | --- | --- | | The payment method has no account mapping. | Map that payment method to an account. Unmapped methods fall back to the default account, then to QuickBooks’ own default. | | The mapped account was deactivated in QuickBooks. | Pick an active account in the mapping drawer. |

Classes aren't applied

Potential cause	Resolution
Class tracking is off.	Turn it on in your QuickBooks configuration. If you don’t see the section, reach out to Salesbricks Support to have it enabled.
The order has no account representative.	Assign an owner to the order. Transactions sync untagged when there is no owner.
Class tracking is off in QuickBooks itself.	Turn on class tracking in your QuickBooks account and category settings.

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Setup & Troubleshooting

Setup

Take me there

What Salesbricks configures for you

Managing the connection

Troubleshooting

​Setup

Take me there

​What Salesbricks configures for you

​Managing the connection

​Troubleshooting

Setup

What Salesbricks configures for you

Managing the connection

Troubleshooting