V9 - Purchases list (cash, check, credit card)

Purchase expenses that SOS Inventory created in QuickBooks Online are generated from item receipts, similarly to bills. Purchase expenses account for item receipts with the Accounting transaction type of either Check, Cash, or Credit Card. Thus, it is important to ensure that all purchase expenses successfully sync to QuickBooks and increase the asset account of inventory item or increase the expense account of expense items by the amount on the item receipt.

To check the sync status of the purchase expenses created by SOS Inventory, go to the Purchases list (Sync > 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 re-sync 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 > Purchasing > Item receipts).
Find the item receipt that corresponds to the purchase expense that did not sync.
Make any necessary corrections, then save. If you need assistance correcting the sync error, please contact Support.
If no corrections are needed, select Add to sync from the Actions dropdown.
On the Task bar, select Sync now (Sync > Sync now).

Once you have gone through this process, check the Purchases 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 Purchases list with a sync error. This action will 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 will cause a mismatch between SOS Inventory and QuickBooks.

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