QuickBooks
All the details about Kolleno integration with QuickBooks.
By Kolleno and 1 other2 authors14 articles
Overview & setup
Understand what the QuickBooks integration does, how it behaves, and the most common setup questions.
Connecting with QuickBooks failed because of an unverified email addressThis article will go through how to solve the error ''Please make sure your email is verified on QuickBooks''
Kolleno and QuickBooksBy connecting to QuickBooks you are ensuring that your invoices and payment data are always up-to-date
QuickBooks and Kolleno: FAQIn this article, you will find the most frequently asked question regarding the integration with QuickBooks
Customer & contact sync
How customer structure and contacts sync between QuickBooks and Kolleno, including hierarchy and reference fields.
Contacts Synchronization Between QuickBooks and KollenoKolleno keeps your QuickBooks contacts in sync, ensuring names, emails, and phones are updated.
Customer Groups from QuickBooksUsing QuickBooks' customer hierarchy, customers import into Kolleno as linked, preserving structure for collections.
Use the QuickBooks contact name as ReferenceIf you need to use the QuickBooks customer's contact name as reference.
Payments, deposits & reconciliation
Configure and troubleshoot payment syncing, deposits, and reconciliation in QuickBooks (including common deposit errors and edge cases).
Payments Applied to Multiple Customers in QuickBooksKolleno automatically splits payments across linked customers when syncing to QuickBooks to comply with QuickBooks requirements.
QuickBooks: Configure the Correct Bank Account for Stripe Reconciliation DepositQuickBooks Error 6000 when you see 'Select a bank account for this deposit' by choosing the correct bank account in QuickBooks and updating your Kolleno integration settings
QuickBooks: Configure Undeposited Funds as Other Current Assets for DepositFix QuickBooks payout error 6000 by setting Undeposited Funds to “Other current assets → Undeposited Funds”.
Why Kolleno Limits Payment Relationships to 15 Links for QuickBooksKolleno limits payments to 15 linked invoices or credit notes to ensure performance and data accuracy.
Late payment failure in QuickBooks depositWhen a late payment failure occurs, Kolleno will take the necessary action to keep your QuickBooks in synch.
Reconcile payments automatically in QuickBooksAutomatically reconcile Kolleno portal payments and PSP payouts in QuickBooks with correct account setup.
How to Reconcile Kolleno Deposits in QuickBooksLearn how to verify and reconcile Kolleno payment deposits in QuickBooks to ensure accurate bank reconciliation.
Resolving Business Central Posting Date Errors for Kolleno PaymentsFix payment posting failures caused by restricted posting dates in Microsoft Dynamics 365 Business Central.