QuickBooks
All the details about Kolleno integration with QuickBooks.
14 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.