Follow these steps to smoothly switch from QuickBooks Desktop (QBD) to a QuickBooks Online (QBO) integration with Enrollsy.
Step 1: Contact Enrollsy Support
Send a message to support@enrollsy.com informing the team that you are transitioning away from QBD. Our team will update your company settings to ensure a successful QBO integration.
Step 2: Add Product or Service Name Mappings
You can keep the same account and sub-account mappings you created for your QBO integration. The only change needed is to add a Product or Service name for each Charge Item and Discount Item. There's no need to create these items in QuickBooks—simply assign a product or service name in the mappings. When you sync for the first time, these products or services will be added to your QBO account.
Steps to add Product or Service Name Mappings:
Click the person icon at the top right of your screen, then select "My Company".
Select the "Items" tab from the top toolbar.
Scroll to the bottom and select "Click here to change your QuickBooks mappings".
Ensure that every Company Mapping, Fee, or Discount Type has a Product or Service Name filled in.
Click "Save Mappings" when done.
Step 3: Complete Your First QBO Sync
Once Enrollsy has updated your account settings and your mappings are complete, you're ready to sync!
Steps for syncing:
In the Admin screen, go to "Reports" on the left sidebar.
Select "QuickBooks Online Sync".
Choose a one-month period that has not been synced before.
Select "Start Sync".
Follow the prompts, including logging into your QBO account.
Tip: If you’re unsure whether a date range has been synced, check your QBO account for transactions from that period. Alternatively, go to a customer Account in Enrollsy and review their Transaction History. If the transactions show a cloud icon, they’ve already been synced.
Encounter an Error?
If the sync was successful, you’re all set! If you encounter an error, double-check that you followed the steps outlined above. If the error persists, please see this troubleshooting article before contacting us. Be sure to do all the steps in the article. Revert your company file to your backup. We don't want corrupted data in your company file.
If you have completed all steps in the troubleshoooting article and are still getting an error message, please note the date and time of the error and screenshot/download any errors you are displayed and contact us on the admin portal chat box.
Check Console for Errors
Check Console for Errors
When you get that error message, you can look in your console for the error. Follow these steps:
Right-click anywhere in the browser window and select Inspect from the pop-up menu.
By default, the Inspect will open the "Elements" tab in the Developer Tools. Click on the "Console" tab, which is to the right of "Elements".
Clear the console by right-clicking in the console, clicking "Clear console" and choosing to show errors only.
After you've cleared the console, could you try to reproduce the issue?
Any errors that occur will appear in red — could you please take a screenshot of those.