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Syncing QuickBooks with Glassbiller

Introduction

This guide provides a step-by-step process for identifying and resolving sync issues between your QuickBooks and Glassbiller accounts. By following the instructions outlined below, you will learn how to manage outstanding balances and synchronize your invoices effectively.

Step-by-Step Instructions

Understanding Sync Issues

Glassbiller offers a convenient way to determine where your QuickBooks and Glassbiller accounts are out of sync and to get them back in line.
Introduction to Sync Issues

Identifying Outstanding Balances

On the AR-AP tab, look for a red button indicating an outstanding balance. This button displays the amount that is not reconciled in QuickBooks.
Red Button Indicating Outstanding Balance

Viewing Individual Invoices

Click the red button to view individual invoices that are not balanced. These invoices are sorted by date, making it easier for you to manage them.
Viewing Individual Invoices

Syncing Invoices

After selecting an invoice, you have the option to either sync the invoice alone or sync both the invoice and payment with QuickBooks.
Syncing Invoices

Final Assistance and Support

We hope this guide helps you maintain synchronization between your QuickBooks and Glassbiller accounts. For any further questions, please reach out through a support ticket or by emailing support at glassbiller.com.
Support Information

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Conclusion

With this guide, you should now be equipped to effectively sync your QuickBooks and Glassbiller accounts. By following the outlined steps and utilizing the provided screenshots, you can manage outstanding balances and maintain accurate records with ease.