QuickBooks Item Set to Not Sync

Maxio can raise either of two alerts for the same underlying condition: on an Item's GL profile, the Sync Invoices setting is set to No. You might see this as QuickBooks Item Set to Not Sync on the Item itself, or as GL profile of Item is set to not sync Invoices when the alert surfaces from an affected Invoice. Both alerts point to the same setting, but that one setting produces two distinct effects depending on which direction the Invoice is syncing.

Why an Item's Sync Invoices setting affects each sync direction differently

When an Invoice created in QuickBooks includes a Line Item that uses this Item, the Invoice still syncs into Maxio, but that Line Item's Amount is zeroed out to 0 instead of carrying over its real value. This can make an individual Line Item look different between the two systems, even though the Invoice's overall Total continues to match QuickBooks. Depending on the Generate Placeholders for Line Items Received from QuickBooks that have Items set to Not Sync setting, that zero-value Line Item either still appears in Maxio as a placeholder, or is skipped entirely if it's a new Line Item.

When an Invoice is created in Maxio using this Item, the effect is different: the Item's Sync Invoices setting blocks the whole Invoice from syncing to QuickBooks, not just the one Line Item. An Invoice that mixes Items set to sync with Items set to not sync doesn't sync to QuickBooks at all.

Correct the Item's Sync Invoices setting

You can restore both effects at once by turning Invoice syncing back on for the Item in Maxio Platform, without needing to change anything in QuickBooks.

To turn on Sync Invoices for an Item

1. Go to Admin > Items.
2. Click the Item's name, then select Edit.
3. Set Sync Invoices to Yes.
4. Select Save.

If you'd rather keep the Item out of use going forward instead of resuming syncing, mark the Item Inactive instead. An Inactive Item isn't available when creating Transactions or Invoices, so its Sync Invoices setting no longer affects new records.

Related information

For the complete Invoice sync behavior, including how the Sync Invoices setting affects Invoice Line Items in both directions, see Sync QuickBooks Invoices.

For a description of the Generate Placeholders for Line Items Received from QuickBooks that have Items set to Not Sync setting and every other QuickBooks integration setting, see Configure QuickBooks Integration Settings Fields.

For a visual example of a Line Item that syncs from QuickBooks with a zeroed Amount, see Why do Invoice values differ between Maxio and QuickBooks?.

For every way to edit, activate, or remove an Item, see Items Overview (Add, Edit, & Remove).