Syncing Invoices to QuickBooks.
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Karen
WorkIz automatically syncs the invoices once they are paid over to QuickBooks, but doesn't automatically sync the unpaid invoices once they are created by the technicians. This leaves QuickBooks totals for what clients owe different from WorkIz and thus incorrect. Why don't all created invoices sync over right away?
Yuval Katchalski
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Daniel
Yuval Katchalski: Hey Yuval, i've found a bug with this I believe. I sent you an email on how we work our QB with Workiz.
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Karen
Hi Yuval, Can you please add us? Thank you, Karen
Yuval Katchalski
Hi everyone, it’s Yuval from the product team.
We just released the of the automatic invoice sync solution, which will allow Workiz Pay accounts to automatically sync invoices to QBO. If you’d like to participate and are still not part of the current exposure please comment and I will add you.
Jenn Pendrak
Yuval Katchalski: Add please.
Yuval Katchalski
Jenn Pendrak: It is now available in your account
Yuval Katchalski
in progress
Michael
You added 2-way sync for invoices, but when those invoices are added to workiz we have to manually mark them as paid because it does not sync the payment if the payment is made in Quickbooks or another platform and marked as paid in quickbooks.
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Kim Hipps
Also when sunbit auto post a payment to an invoice it post the whole amount and that goes over to QB even though that is not the amount paid to us, how can we fix those to match ? if we don't reconcile will not be right.
Ivan Byler
Kim Hipps: We do that in the deposit field og QB with a negative number charting to an expense account lije credit card fees
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Kim Hipps
That does not help when reconciling bank account, there is not a deposit to match that amount
Yuval Katchalski
under review
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Dawn Vickery
Exactly. I have to manually click the open invoices, to sync with Quickbooks. This should be automatic. Also when an amount billed is changed on the invoice in Workiz, it doesn't change it automatically in Quickbooks.
Michael
Dawn Vickery: and vice versa. AND they have deposits applied to leads which arent jobs or invoices, which then creates dysfunction between payments that do not have dates or dollar amounts that align with the final invoices and thus are a PAIN to reconcile.
I love their response time, and their UI, but they are just throwing stuff up there with some of these just so they can market that it has the functionality. I hate talking crap but until they prove otherwise it is how I feel. I made a color-coded chart of every bug on their platform and every QOL oversight, and every feature request that I would pay for for the benefit of the entire community out of my own pocket and submitted it to them and they feigned interest and then said pick two things from your list and we will see if we can implement it, and that I shouldnt bother continuing to update it. I was literally doing the work of a 100k a year development employee and power using / simultaneously stress testing their system and applying practical usage to it and they asked me to stop. Its a bad sign.
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Talisa Rafferty
Michael: WOW! That's a lot of work. I'm sorry you received a terrible response.