The following objects are pushed from Tenth Base to QuickBooks Online:

• Invoices
• Credit Memos
• Payments
• Refunds
• Cancelled Invoices (i.e. Voids)
• Tax objects for city, county, state, country and misc. taxes
• Customers
• Vendors
• Item Categories
• Items
• Journal Entries
• GL Accounts
• Payment Methods
• Bills
• Purchases

Please note that when 'Cash Basis Accounting' is selected within the Integration Settings page, Journal Entries related to inventory and unearned/earned revenue will not be sent to QuickBooks.

The following transactions are automatically pushed from QuickBooks Online to Tenth Base:

• New customers
• Payments on invoices where the invoice has been fully paid

The following data elements can be manually pulled from QuickBooks into Tenth Base:

• New customers
• GL Accounts
• Payment Methods

The following transactions are not pushed from Tenth Base to QuickBooks Online:

• Quotes
• Work orders
• Requests for quotes
• Invoices with a total of $0
• Purchase orders

These transactions are not sent to QuickBooks Online as they do not have a financial impact to your Income Statement or Balance Sheet.

The following transactions are not pushed from QuickBooks Online to Tenth Base:

• Customers updates that are added to QuickBooks
• Invoices, work orders, and quotes created on QuickBooks
• Credit memos created on QuickBooks
• Updates to invoices, work orders, and quotes that originate on QuickBooks
• Updates to tax objects on QuickBooks
• Refunds initiated on QuickBooks
• Purchase orders created on QuickBooks
• Items created on QuickBooks
• Item categories created on QuickBooks
• Vendors created on QuickBooks

Prior to syncing any data to QuickBooks, if you're using the Payment Terms functionality on Tenth Base, you'll want to disable automatic late fees within QuickBooks Online. If you do not do this, invoices sent to QuickBooks may have duplicate interest and late fees assessed on them.

• Log in to your QuickBooks Online dashboard.
• Click the Gear icon (⚙) in the top right corner.
• Select Account and settings.
• Navigate to the Sales tab in the left-hand menu.
• Find the Late fees section and click on this section.
• Toggle the switch for Default charge applied to overdue invoices to Off.
• Click Save and then Done in the bottom right hand corner of the screen.

Also, before transactions can be sent from Tenth Base to QuickBooks Online, you'll have to complete the 'Integration Settings' page on our system (Accounting Dashboard Integration Settings). When completing this page, if you notice that certain account dropdown selections are blank, you'll need to setup these accounts by going to the Accounting Dashboard View GL Accounts Create GL Account.

Financial Objects
Objects such as invoices, payments, refunds, and journal entries are automatically sent to QuickBooks 10 minutes after their last update. Expense records may be sent within a few minutes.

Supporting Objects
Objects such as customers, items, taxes, and vendors are pushed immediately to QuickBooks after creation or edit.

You can manually push pending objects to QuickBooks at any time by going into menu Accounting Pending Records and by clicking “Upload”

Each time you or a customer opens an unpaid invoice on our platform, the database record is saved. This save triggers to the record to be resent to QuickBooks. This process flow ensures that the data in QuickBooks ties to this platform.

To prevent further syncing of an invoice to QuickBooks, uncheck the "Sync to QuickBooks Online" checkbox immediately below the invoice.

It can take as little as 1 minute and up to a few minutes for a transaction (ie. payment or new customer) to be reflected in your Tenth Base account.

At the time of connecting your QuickBooks account to your Tenth Base account, you may already have a lot of financial data in your Tenth Base account. To push all this historical information to QuickBooks, follow these steps:

• Within the Integration Settings page (menu Accounting Integration Settings), set the 'Integration Effective Date' to control which transactions will be sent to QuickBooks
• Then, go into menu Accounting Pending Records and click “Upload”

Please note that when pushing past records to QuickBooks, invoices, both voided and non-voided, that are $0 will not be sent.

To prevent an invoice and its related journal entries from syncing, uncheck the 'Sync to QuickBooks Online' box when viewing the specific invoice. This is useful if you need to manually adjust taxes in QuickBooks and want to prevent your changes from being overwritten by future updates.

Note: Invoices usually sync immediately upon creation, so disabling this switch primarily prevents future updates from being pushed to QuickBooks. Payments processed directly in QuickBooks will still sync back to your Tenth Base account regardless of this setting.

This setting can be found in the Integrations Settings page.

When checked, this setting automatically deposits payments processed in your Tenth Base account to the QuickBooks Online bank account selected (eg. 'Checking'). When not selected, payments will automatically land in your 'Undeposited Funds' account on QuickBooks Online. The 'Undeposited Funds' account is automatically created when you sign up for QuickBooks Online.

Yes, updates to unpaid invoices that you make on Tenth Base will be automatically sent to QuickBooks Online.

No, Tenth Base is only integrated with QuickBooks Online.

When you change the QuickBooks company that you're connected to, the association between configuration records in Tenth Base and QuickBooks is removed. This includes taxes, customers, vendors, item categories, and items. In order to sync these items to QuickBooks, go into menu Accounting Pending Records and click 'Upload'.

If you change your QuickBooks company instance, transactional elements such as past invoices, credit memos, payments, and journal entries that have already been synced to a company in QuickBooks will not be synced to the new company that you've connected to.

When you create tax configuration for a city, county, state, country, or 'other' tax on Tenth Base, it will be sent to QuickBooks automatically. When you change certain details about a tax, such as its name or tax rate, a new tax object will be created and automatically sent to QuickBooks Online.

In order to ensure proper syncing of taxes between Tenth Base and QuickBooks, there is no need for you to create or update tax objects on QuickBooks. Tenth Base handles this automatically and seemlessly so that your invoices and tax liability accounts in QuickBooks contain the correct amounts.

If the tax rate for one of your jurisdictions has changed, you should update the tax rate within your Tenth Base account. This will create a new tax object, which will automatically be sent to QuickBooks.

There will be no impact. Invoices sent to QuickBooks will still contain this tax and the total tax on the invoice will still show up correctly. Within your tax liability reports on QuickBooks, the balance of this tax will still increment as desired as additional invoices post to QuickBooks that contain this tax.

This is standard behavior for QuickBooks integrations. While taxes appear as a single line item on the invoice, QuickBooks preserves the correct breakdown internally. This is strictly a visual difference.

This discrepancy occurs due to the different ways the two platforms calculate tax:

• QuickBooks: Typically calculates tax based on the invoice subtotal.
• Our System: Calculates tax based on specific line-item eligibility and your specific tax configurations.

When an invoice contains multiple items with mixed tax eligibility (some taxable, some exempt) where there are multiple taxes on the invoice, QuickBooks may over-calculate the tax on the total. You will see this difference highlighted in the Document Reconciliation after the invoice has been synced.

Example:

• Widget #1: Subject to Tax #1 and Tax #2
• Widget #2: Subject to Tax #1, but not Tax #2

As a result of this discrepency, once an invoice with this issue is paid on this system, within the Document Reconciliation, it will show up as Paid on this platform, but still unpaid on QuickBooks.

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How do I fix the tax discrepancy in QuickBooks so my books balance?

Because QuickBooks has calculated a higher tax amount than what was actually charged to the customer, you need to adjust the invoice balance and your general ledger. Follow these three steps:

1. Step 1: Calculate the Difference
   Identify the specific dollar amount of the discrepancy using the Document Reconciliation. The dollar figures provided on the 'This Platform' line should be taken as correct.
   Example: If our platform calculated Tax #1 as $7.00, but QuickBooks calculated it as $10.00, the difference is $3.00.
   
   
2. Step 2: Create a Credit Memo
   To ensure the outstanding invoice balance matches the payment received from the customer, you must reduce the balance of the invoice in QuickBooks.
   Create a Credit Memo for the difference amount (e.g., $3.00) and apply it to the invoice. When the payment is synced to QuickBooks, the open balance of the invoice will now match the payment amount and be marked as Paid/Closed.
   
   
3. Step 3: Post a Journal Entry
   You must correct your Sales and Tax Liability accounts to reflect the reality of the transaction. Create a Journal Entry in QuickBooks with the following adjustments:
   
   Debit: Tax Payable (Difference amount, e.g., $3)
   Credit: Revenue/Sales (Difference amount, e.g., $3)
   
   This entry removes the excess tax liability created by QuickBooks and correctly reallocates that amount as revenue.

Please Note: Even with these corrections in place within QuickBooks, the Document Reconciliation on our platform will still display a difference for the Tax and Invoice Total. This is expected behavior, as the report highlights the discrepancy caused during the initial sync.

Before a customer on QuickBooks can be imported into Tenth Base, the customer has to have the following information set:

• First and last name (where first and last name doesn't exist in our platform already)
• Email address (where email doesn't exist in our platform already)
• Phone Number (not mobile number), which has to be an 11 or 10 digit number
• Billing address

You can run the customer import as often as you want. This will only pick up any new customers that don’t already exist in your Tenth Base account. Updates to customers that already exist on within your Tenth Base account will not be picked up by the import. If a customer's name or email address already exists in your Tenth Base account, that customer will not be imported into your account.

No. Tenth Base does not send Quantity on Hand information to QuickBooks. We track inventory levels in great detail directly within our platform to ensure real-time accuracy for your operations. Based on how we've integrated with QuickBooks, QuickBooks is used strictly for recording financial transactions, while Tenth Base remains the source of truth for your actual stock levels.

We ensure that the total Cost of Goods Sold (COGS) is posted to the correct General Ledger account in QuickBooks for accurate financial reporting. However, we do not sync specific per-unit cost data to the individual item records in QuickBooks.

Please use the Journal Entry Explorer to locate journal entries that haven't yet been synced to QuickBooks. Within the Journal Entry Explorer, filter on Pending transactions or Sync Errors.

The Journal Entry Explorer can be found by going to menu Accounting Journal Entry Explorer.

The following transactions will not be sent to QuickBooks:

• $0 journal entries
• Journal entries for 'service' inventory items. This does not apply journal entries that will record earned and unearned revenue.
• Journal entries resulting from receivings of inventory from the 'Internal Adjustment' vendor. As these transactions don't relate to a specific vendor and therefore, don't impact Accounts Payable, they are not sent to QuickBooks.
• Journal entries with a general ledger date before the Integration Effective Date
• Journal entries related to inventory and unearned/earned revenue where 'Cash Basis Accounting' is selected within your QuickBooks Integration Settings.

The quantity on hand will increase on our platform and the following journal entry will be sent to QuickBooks:

Debit: Inventory Asset (This will leverage the account set on the item; if no account is set on the item, it will fallback to the Inventory Account specified in Integration Settings)
Credit: Accounts Payable (actual account will be based settings per the Integration Settings page)

Items sent to QuickBooks are set up as Non-Inventory or Service items.

We intentionally do not classify items as "Inventory" in QuickBooks. If we did, QuickBooks would automatically generate its own accounting entries for inventory and cost of goods sold. Since our platform is the source of truth for this information and already sends it to QuickBooks, we prevent QuickBooks from making these duplicate entries.

Consequently, quantity on hand is not tracked in QuickBooks. Instead, please rely on our platform for:

• Inventory Cost
• Inventory On Hand

No. When you set a vendor, category, or item as inactive on our platform, the object will not be deactivated or deleted on QuickBooks.

If your inventory receipt was processed correctly and matches your order, typically, the only remaining cost to record from the invoice is the recoverable tax (taxes paid to the vendor that you can claim back from the government).

To record these taxes in QuickBooks, enter a transaction for the tax amount only:
Debit: Tax Receivable (Recoverable Taxes)
Credit: Accounts Payable (Vendor)

To ensure your accounting records remain accurate without affecting prior periods, interest is handled as follows:

• Accrual: Interest accrues daily within Tenth Base on individual invoices, but it is not sent to QuickBooks Online until the invoice is paid. This prevents changes to closed accounting periods.
• Payment & GL Dates: When the client pays, we create a separate invoice in QuickBooks for the interest amount and mark it as paid. This invoice is assigned the original invoice number plus "_INT" so the two related invoices can be easily matched visually. The General Ledger (GL) date for this transaction will match the payment date.
• Reporting: Within the Sales Summary, the interest reported is based on the payment date to ensure alignment with QuickBooks.

To ensure your accounting records remain accurate without affecting prior periods, tips are handled as follows:

• A tip can be added to the invoice by a customer or by you, with the permission of the cutomer. This tip amount will not be sent to QuickBooks until the invoice is paid as tips should only be recognized when they are actually paid.
• Payment & GL Dates: When the client pays, we create a separate invoice in QuickBooks for the tip amount and mark it as paid. This invoice is assigned the original invoice number plus "_TIP" so the two related invoices can be easily matched visually. The General Ledger (GL) date for this transaction will match the payment date.
• Reporting: Within the Sales Summary, the employee tips reported are based on the payment date to ensure alignment with QuickBooks.

No. Interest and late fees calculated on overdue invoices do not have any tax assessed on them.

Note: If you operate in a jurisdiction that requires tax to be assessed on these types of fees, we do not recommend using the Payment Terms module in this platform to assess interest or late fees on invoices.

No. Any tips added to an invoice do not have any tax assessed on them.

Note: If you operate in a jurisdiction that requires tax to be assessed on tips, please be aware of the fact that our platform does not support this.

Reconciliation totals in the platform do not include interest, late fees, or tips for non-paid invoices. Interest/late fee/tip revenue is only recognized and synced to QuickBooks at the moment of payment.

Because we only sync interest and late fees upon payment, we do not automatically post daily accruals to QuickBooks.

If interest and late fee revenue is material to your business and/or needs to be recognized as incurred for compliance, you will need to perform manual journal entries to accrue any earned interest revenue as at the end of your reporting periods. Please speak to your accountant to determine if this is required for your business and how this can be done in QuickBooks.

To keep your records organized, interest/late fee and tip invoices are automatically grouped with the original invoice within the Document Reconciliation.

When a customer pays an invoice within the early payment discount period, we automatically handle the accounting as follows:

• We create a Credit Memo in QuickBooks for the specific amount of the discount.
• This Credit Memo is assigned the original invoice number plus "_CM" (e.g., Credit Memo vbz5ut8krf_CM is created for invoice vbz5ut8krf).
• The Credit Memo is immediately applied to the Invoice as a payment.

Because a discount reduces the total taxable revenue of a transaction, the sales tax collected must also be reduced. Our platform handles this automatically.

If an invoice contains both taxable and non-taxable line items, the discount is prorated across those items. This ensures that the tax credit is calculated accurately based only on the taxable portion of the discount.

Please note that when viewing invoices with early payment discounts within the Document Reconciliation, you may notice penny differences between the taxes as per our platform and the taxes as per QuickBooks. This is due to complex tax calculations and rounding that may not reconcile 100% of the time between our system and QuickBooks given that our system reports these taxes on one document whereas the taxes will be spread across two documents within QuickBooks (i.e. the original invoice and the credit memo).

To keep your records organized, the Credit Memos generated for early payment discounts are automatically grouped with the original invoice within the Document Reconciliation.

You will see the Credit Memo (ending in _CM) listed directly alongside the specific invoice it was applied to, rather than as a standalone transaction.

This is a record that simply applies the credit memo (relating to the early payment discount) to the invoice. It is expected to be $0.

Unearned Revenue (also known as deferred revenue) is money you have collected from a customer for a product or service that you have not yet delivered or completed. In accounting, this is treated as a liability because you still "owe" the customer the work.

Earned Revenue is recognized when you actually complete the work or deliver the product. At this point, the liability is cleared, and the money officially counts as income on your Profit & Loss statement.

If a customer pays a work order before the job is marked as "Completed" in our system, we automatically generate an Unearned Revenue journal entry. This debits your sales accounts and credits your Unearned Revenue liability account in QuickBooks, keeping your books perfectly compliant.

The moment you mark a previously paid job as "Completed" or "Done", our system triggers an Earned Revenue entry. This entry automatically moves the funds out of your Unearned Revenue liability account and credits your actual Sales/Income accounts.

To keep your general ledger perfectly clean, we sync these financial events to QuickBooks as Journal Entries:

• Custom Document Numbers: You can easily identify them by their document numbers. Unearned entries start with "UR-" (e.g., UR-105) and Earned entries start with "ER-" (e.g., ER-105).
• Clean Grouping: If a customer pays for 10 different items on one work order, we group them into a single journal entry. Within that journal entry in QuickBooks, there will be one line for each item on the invoice.
• Detailed Descriptions: Each line on the journal entry will tell you exactly what it is for, including the Customer Name, Order ID, Item Title, Quantity, and Price.

Early payment discounts are automatically calculated and included directly on the journal entries for both unearned and earned revenue. This ensures your liability and income accounts perfectly reflect the discounted price the customer actually paid.

We do not move where tips land in your General Ledger. Tips are recognized immediately on the payment date, regardless of whether the actual work order has been marked as completed yet.

Yes! In our system's transaction explorer, you can search by the exact Document Number (e.g., typing "105", "UR-105", or "ER-105"). You can also search by the exact dollar amount (positive or negative), and we will automatically pull up any journal entries that match that debit or credit.

If there is an error on a transaction, our system will create an error record, which you’ll see in the Error Manager. Our system will attempt to automatically rerun these transactions once. Rerun attempts are scheduled to happen every 10 minutes. If an automatic rerun attempt is successful, the error will be removed from the Error Manager. If it is not successful, the error will remain in your Error Center so that you can attempt to manually rerun it after underlying issues have been resolved.

When you mark an error record as reviewed in the Error Manager, this simply moves the record to the 'Reviewed Errors' list. No other background processing happens and this will remain an error that has not yet been dealt with. If you’d like, you can add a note to the error record to explain how you’ve manually handled this error either on Tenth Base or QuickBooks. As an example, you can note that you've manually created the invoice on QuickBooks where the invoice couldn't automatically be sent to QuickBooks.

This error occurs because the transaction date falls within a timeframe that has been "closed" in QuickBooks Online. To resolve this, you can either temporarily unlock the period in your QuickBooks Advanced Settings or manually enter the transaction into QuickBooks with the correct accounting date.

Note: We recommend consulting with your accountant before unlocking a closed period.

When you ‘retry’ an error record, our system will attempt to reprocess the original transaction that had initially failed. If the transaction is processed successfully, it will be removed from the open errors list and will not appear in the closed errors list. If the error cannot be cleared and you’re not sure how to deal with it, please submit a support ticket and reference the Error ID on the support ticket that you create.

This error usually indicates that a required record is currently inactive. To resolve this, please reactivate the item in QuickBooks and then click "Retry" in the Error Manager.

Our integration is designed to automatically handle most data validation rules required by QuickBooks, so errors are rare. However, if an alert does appear in the Error Manager, it is usually due to one of the following scenarios:

• Deleted/Inactivated Records: You are attempting to update a record on QuickBooks that has been deleted or inactivated. Since the record no longer exists in QuickBooks or is inactive, the synchronization cannot take place.
• Closed Books: You are attempting to sync a transaction dated within a "closed" accounting period in QuickBooks.

If you encounter an error not listed above, please contact our Support team for assistance.

To fix this, go into each of the sub-categories within our platform and, without making any changes, simply save the edit form. This action will trigger a refresh that re-establishes the parent-child relationship within QuickBooks.

When entering a transaction, you must choose how it was handled:

• Paid / Purchase: Use this for expenses that have already been paid (e.g., using a company credit card, cash, or bank debit).
• Still Owing / Bill: Use this for vendor invoices that you have received but will pay at a later date (Accounts Payable). This option requires you to specify a Due Date and select the Vendor you owe.

Yes! The Breakdown (Line Items) section acts like a ledger, allowing you to split a single receipt into as many separate lines as you need.

For example, on a $105 receipt, you can code $100 to "Materials" and $5 to "Taxes". You can also link individual lines directly to specific customer invoices to ensure accurate job costing. Note: The sum of all your line items must exactly match the Total Amount of the transaction.

Yes, you can upload multiple image files and pdfs to your your transaction. These files are securely stored and automatically pushed to QuickBooks Online as attachments on the corresponding Purchase or Bill.

Uploads are restricted to standard image formats (JPEG, JPG, PNG) and PDF files and each individual file must be under 20MB in size. You can attach up to 10 files per Expense.

• Approval Status: Only expenses marked as "Approved" are sent to QuickBooks. If your expense is in "Draft" or "Pending Approval" status, it will be held back until a manager approves it.
• Integration Date: The transaction date of the expense is prior to your established QuickBooks Integration Effective Date.
• Open Errors: The transaction may have hit a QuickBooks validation error (e.g., a deleted GL account). Check the Error Manager on your Accounting Dashboard for details.
• Request Limit: You may have reached the maximum number of allowed requests to/from QuickBooks for the day. If this is the case, your Expense will automatically sync to QuickBooks within the next day.

To maintain strict financial compliance and preserve your accounting audit trails, Tenth Base restricts the hard-deletion of expense records once they are created.

If you made a mistake on an expense that has already synced to QuickBooks Online, please follow these steps:

• Mark the expense as 'Excluded' on our platform. This will prevent this record from being picked up by any reports on our system
• Delete the Bill or Purchase in Quickbooks
• Re-create the expense with the correct details on our platform

Most fields cannot be edited to prevent data discrepancies between Tenth Base and QuickBooks. Having said this, you're allowed to mark the expense as 'Excluded' so it doesn't show up on reports within our platform. You can also change the customer orders that are associated with individual expense lines.

Selecting a customer's order (invoice or work order) on a breakdown line simply associates that expense with the specific job for your internal record-keeping and job-costing visibility.

This will not be billed to the customer. Linking the order does not automatically add the expense charge to the customer's actual work order or invoice. If you need to pass this out-of-pocket cost on to your customer, you must manually add it as a line item on their specific order.

The expenses module is available to users with a Premium subscription. You do not need to have a connected QuickBooks account to create expenses; however, without being connected to QuickBooks, you won't be able to select General Ledger (GL) codes and payment methods when creating expenses on our platform.

Within a few minutes of the issue being resolved on the expense, it will be automatically be sent to QuickBooks.

No, attachment upload failures do not trigger an alert in the Error Manager. This issue will only be visible when reviewing the specific expense. You will see the failure indicator directly in the list of files attached to that expense.

To help prevent duplicate records, our system automatically prevents the creation of an expense if the reference number already exists in your account (regardless of capitalization). Please note, however, that QuickBooks Online does not enforce this same restriction. If an expense is entered directly into QuickBooks and then entered again into our system, it will still sync successfully, resulting in a duplicate entry within your QuickBooks account.

Cash Basis Accounting is a method where financial transactions are recorded only when money actually changes hands.

• Income: Revenue is recorded only when payment is received from the customer, regardless of when the work was completed.
• COGS & Expenses: Cost of goods sold and operating expenses are recorded only when you pay your vendors, rather than when the inventory was delivered/installed or when the expense incurred.

This differs from Accrual Accounting, which records income when it is earned and expenses when they are incurred, regardless of the actual cash flow.

When 'Cash Basis Accounting' is selected:

• Journal entries related to inventory transactions are not synced to QuickBooks.
• Journal entries to record unearned/earned revenue are not synced to QuickBooks.
• You will not see any pending or error records related to inventory-based journal entries within the Pending Records or Error Manager pages.

While switching accounting methods is discouraged and may be restricted by local tax laws, our platform does support this change. You can update this preference on the Integration Settings page.

Once you've enabled accrual basis accounting in the Integration Settings, any journal entries that were not previously synced to QuickBooks will appear on the Pending Transactions page, where they can be reviewed and uploaded.

To limit which historical transactions are added to the sync queue, please define an Integration Effective Date when enabling Accrual Basis Accounting.

While switching accounting methods is discouraged and may be restricted by local tax laws, our platform does support this change. You can update this preference on the Integration Settings page.

After making this change,

• Inventory-based journal entries are not synced to QuickBooks.
• Journal entries to record unearned/earned revenue are not synced to QuickBooks.
• You will not see any pending or error records related to inventory-based journal entries within the Pending Records or Error Manager pages.

Yes, this can be done without issue. Any payments that are processed within QuickBooks will automatically mark the invoice as paid within your Tenth Base account.

Please note that if a payment term has been attached to the invoice in Tenth Base or the invoice contains grouped items, you may wish to send the customer the invoice from Tenth Base as the QuickBooks invoice will not have interest, late fees, early payment discounts, or grouped items.

QuickBooks doesn't allow for customer records to be deleted from their platform. If, after deleting a customer within your Tenth Base profile, you run the QuickBooks customer import, this customer will be created one again in your Tenth Base profile.

Since tax status can vary by product, we must sync every line item individually to ensure that QuickBooks applies the correct tax rates to the invoice. In addition, revenue GL accounts can vary by item, which means that we're required to send line item level detail to QuickBooks to ensure financial accuracy.

QuickBooks enforces specific character limits for payment reference fields. To ensure compatibility with these integration constraints, Stripe IDs are truncated to the last 21 characters. 21 characters will provide you with enough information to confidently match a payment between QuickBooks and your Stripe account.

• Never create an invoice on QuickBooks that has already been created on Tenth Base. To do this will result in duplicate invoices.
• If an invoice was marked paid on QuickBooks and, as a result, the invoice was marked as paid on Tenth Base, the status of the invoice on Tenth Base will not change even if you delete or void the payment on QuickBooks.
• If you’ve connected your Tenth Base account to QuickBooks, always use the revenue and tax liability information reported in that system when completing official documents such as applications or tax returns.
• It's your responsibility to review and address any Accounting System Errors and differences as per the Document Reconciliation prior to completing any tax returns or preparing any financial statements. Differences within the reconciliation represent differences between the records on Tenth Base and QuickBooks.
• Where an invoice is partially paid in QuickBooks, marking the invoice as paid in Tenth Base will set the invoice as fully paid in QuickBooks.
• When no due date is indicated on an invoice on Tenth Base, QuickBooks automatically adds 1 month to the transaction date and sets that as the due date on the invoice.
• Remember to keep on top of markng jobs as complete as soon as they are completed. This is important when it comes to maintaining the accuracy of your financial information in this platform and on QuickBooks.

If you have previously uploaded a large volume of data (such as items or customers) to a past QuickBooks company, the system must update these records before syncing them to the new company. Please allow extra time for this process to complete.

We create these dedicated items to ensure that interest, late fees, early payment discounts, and tips are automatically mapped to the correct General Ledger (GL) accounts. This ensures your financial reporting remains accurate and consistent with the specific configurations you selected in your Integration Settings.

This is to avoid a situation where the invoice that is generated is already aged or overdue by the time the customer receives it. Such a situation could lead to premature interest or late fees to be applied to the invoice.

If you mark a work order with a payment term as complete, the completion date is automatically set as the current date. As a result, the transaction date sent to QuickBooks is the current date.

No. If you delete a transaction (such as an Invoice, Payment, Refund, or Journal Entry) directly within QuickBooks, our system will not automatically resend it nor can you manually resend it.

The Document Reconciliation page will indicate where documents have been manually deleted in QuickBooks. The Journal Entry and Expense Explorers won't, however.

These might be the result of one of the following scenarios:

• Changes to Accounting Settings: You enabled cash basis accounting, generated journal entries, and subsequently disabled cash basis accounting.
• Connection Interruption: You disconnected from your QBO account, created transactions, and then reconnected.
• Effective Date Changes: You created transactions that were dated prior to the Integration Effective Date, and subsequently moved the Integration Effective Date back to include them.

In these specific cases, transactions that are now eligible for integration will not be automatically picked up by the scheduler. This prevents historical data from syncing without your knowledge and gives you time to review the entries. If you are happy with them, you can manually click 'Upload' within the Pending Records screen.

Please note that once these transactions are visible within the Pending Records page, opening one of these invoices, refunds, etc. will automatically send the transaction to QuickBooks.

No, this is not possible. One company on QuickBooks Online can be connected to one account on Tenth Base at most.