V8 - Purchases expense list

Purchase expenses that SOS Inventory creates in QuickBooks Online are generated from item receipts, similar to bills. Thus, it is important to ensure that all purchase expenses successfully synced to QuickBooks and increased the asset account by the amount on the item receipt.  To check the sync status of the purchase expenses created by SOS Inventory, go to the Purchases expense list (Sync menu > Purchases). View the Sync error column to see if any purchase expenses have a sync error.  If you find any sync errors, you will want to resync that purchase expense to QuickBooks Online after correcting the error.  To do that, you will:

• Go to the Item receipts list in SOS Inventory (Operations menu > Purchasing > Item receipts).
• Find the item receipt that corresponds to the bill that did not sync.
• Make any necessary corrections, then save.
• If no corrections are needed, click on the Actions menu (next to the Edit button) and choose Add to sync.
• Click on the Task bar's Sync menu and select Sync now.

Once you have gone through this process, check the Purchases expense list again to ensure that the sync error is no longer present.  Also check QuickBooks to ensure the purchase expense has posted.

Situations in which syncing a purchase expense can cause a mismatch between QuickBooks and SOS Inventory

• If a purchase expense was synced to QuickBooks and later deleted in QuickBooks, this will not be indicated on the Purchase expense list with a sync error.  This action could cause a mismatch between SOS Inventory and QuickBooks.
• If a purchase expense was synced to QuickBooks and then edited in QuickBooks to change the amounts on the purchase expense, this action could cause a mismatch between SOS Inventory and QuickBooks.

These two situations can sometimes be difficult to recognize. Using the Reconcile item receipts report (Operations menu > Reports > Accounting > Reconcile item receipts) will help. Also, it might be useful to export item receipts from SOS Inventory and/or the asset accounts in QuickBooks if it becomes really difficult to track down an issue.