Customers with Do Not Sync On

Customer is set to DO NOT SYNC. This Customer will NOT sync to QuickBooks.

Maxio Platform shows this alert on a Customer record when the Do Not Sync to GL checkbox is selected for that Customer. While the checkbox stays selected, both the Customer record and any Invoices you create in Maxio Platform for that Customer are blocked from syncing to QuickBooks.

Why the Customer and its Invoices Are Not Syncing

The Do Not Sync to GL checkbox on the Customer record is selected. If the Customer has never synced to QuickBooks, this checkbox prevents Maxio Platform from ever creating the Customer record in QuickBooks, and it also prevents any of that Customer's Invoices from syncing while the box stays selected. If the Customer has already synced to QuickBooks, selecting the checkbox no longer affects updates to the Customer record itself, but it still blocks any not-yet-synced Invoices for that Customer from syncing.

Clear the Do Not Sync to GL Checkbox

Edit the Customer record in Maxio Platform and deselect the Do Not Sync to GL checkbox.

WARNING: If the Customer has Invoices that otherwise would have synced, clearing the Do Not Sync to GL checkbox may result in both the Customer record and its Invoices syncing to QuickBooks the next time a sync runs.

Clear Do Not Sync to GL for an Already-Synced Customer

Maxio Platform removes the Do Not Sync to GL checkbox from the Customer edit page once a Customer has already synced to QuickBooks, so the setting can no longer be changed there. Use the Bulk Edit tool instead to update the setting for a Customer in this state.

To update the Do Not Sync to GL setting using Bulk Edit

1. Navigate to Customers > Customer List.
2. Select Bulk Edit.
3. Locate and check the Do Not Sync to GL box.
4. Set the value to No.
5. Click Update at the bottom of the page to apply your changes.

Related information

Learn how to resolve a mismatch between the Customer's Active status in Maxio Platform and in QuickBooks in Customer Active Setting Mismatch.

Learn how to resolve a Customer name that differs between Maxio Platform and QuickBooks in Customer Name Mismatch with QuickBooks.