QBO Sync issue for refunds
Diane Temmen
Could there be a setting in our Workiz account to indicate which QBO account we wants refunds to appear? For example, I need them to appear in my QBO Undeposited Funds account, so I can include them in the deposit. Then I can properly match the deposit in my bank register to the bank feed.
Our payroll software company has a screen where we can map/match transactions to properly create the entry in the corresponding QBO account. For example, we have 2 divisions. I would like certain transactions to properly map to my chart of accounts for each particular division. It would take less time to run reports for leadership if this could happen.
Diane Temmen
Refunds are showing in the general checking account even though they were processed through Workiz Pay. Although these refunds appear when I download the Workiz->Payouts for the particular day, the refund is not showing up in the deposit from Undeposited Funds...it is being put in the checking account.
In QBO, I have to manually edit each refund to move it to the Undeposited Funds account. Then I have to add them to the deposit to get everything to match. It has only taken me 3 years of working with Workiz to figure out your issue!! Please fix this!!
Joe Manzari
Yes please fix the sync. Lots of little issues. Specifically non syncing paid invoices and the refund issue