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  • If you are an existing QuickBooks Desktop user it is recommended that you import all your masters (Customers, Items, and Vendors) to AltheaSuite
  • Ensure that the item accounts (COGS, Income Account, and Inventory Asset) mapping is complete.
  • Ensure the Department of Revenue Name is specified for Tax accounts in AltheaSuite.
  • Do not edit or delete Customers, Vendors, or Items in QuickBooks after the first sync. It is recommended that you edit Customers, Vendors, or Items in AltheaSuite.
  • Do not create Vendor, Customer, or Employee with the same name in AltheaSuite.
  • Do not use characters ‘ . ’ , ‘ : ’ in item, vendor, and customer names in AltheaSuite
  • In QuickBooks, if the customer Sales Tax Code is set to Taxable, ensure that you apply taxes for sales in AltheaSuite.
  • Make sure the logged-in QuickBooks user has access to all modules to sync through the web connector.
  • Make sure data is synced in regular intervals.

Best practices for managing the AltheaSuite documents in sync with the QuickBooks

  • When you modify a Sales Invoice in AltheaSuite which is already synced to the QuickBooks, the sales invoice changes will not reflect in the QuickBooks when you sync the data to QuickBooks. In this case, you will have to manually update the changes in the sales in your QuickBooks.
  • When you cancel a Sales Invoice in AltheaSuite which is already synced to the QuickBooks, the document or the transactions in the QuickBooks will not get canceled. It is recommended that you create a Sales Return document against the Sales Invoice in AltheaSuite rather than canceling the sales invoice.
  • When you delete a Sales Return document in AltheaSuite which is already synced to the QuickBooks, then you have to delete the document manually in the QuickBooks.
  • When you delete/cancel a Received Payment document in AltheaSuite which is already synced to the QuickBooks, then you have to delete the document manually in the QuickBooks.
  • When you delete an Order document in AltheaSuite that is already synced to QuickBooks and has a deposit amount received from the customer then in this case, a reverse (Journal) transaction will get created for the deposit amount in the QuickBooks.
  • When you modify a Purchase document in AltheaSuite which is already synced to QuickBooks, the changes made in the Purchase will not reflect in QuickBooks. In this case, you will have to manually update the changes in the Purchase in your QuickBooks.
  • When you delete a Purchase document in AltheaSuite which is already synced to the QuickBooks, then you must delete the document manually in the QuickBooks.
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