Known Limitations

While the Maxio Core and Advanced Billing integration supports robust synchronization, there are a few key limitations, especially when using QuickBooks or Xero. This article outlines known restrictions and unsupported actions to help you avoid sync errors and maintain data accuracy.

Below is a list of limitations in the Advanced Billing integration. This list is not comprehensive; it is intended to highlight important limitations that apply to many users.

Limitations by general ledger

• For QuickBooks-synced accounts
  • Unsupported: updating Payments that are synced from Maxio Core to Advanced Billing
  • Limited: voiding or deleting Payments that are synced from Maxio Core to Advanced Billing
• For Xero-synced accounts
  • Unsupported: receiving an overpayment of an Invoice
  • Limited: deleting Payments that are synced from Maxio Core to Advanced Billing

Limitations that apply to all accounts

• A single Payment applied across multiple Advanced Billing subscriptions cannot be synced from Maxio Core to Advanced Billing. This includes subscriptions belonging to the same Customer, not only payments spanning different Customers.
• A Payment with an unapplied amount cannot be synced until the full amount is applied to Invoices.

Why sync state matters

Most of these restrictions turn on whether a payment has already synced back to Advanced Billing. Once it has, the actions above are unsupported or limited, and there is no sequence of edits in either application that works around them, so the practical advice is to make any correction before the payment syncs back, not after.

For what is and isn't possible at each point, including how a payment voided in QuickBooks appears afterwards, see Voiding or Deleting Payments. If you need to change a payment that has already synced, contact Maxio Support rather than editing either copy.