During the sync process, any new QuickBooks Product/Services will be imported into Kindful as Designations. To create a new Designation in Kindful, you actually need to create an Product/Service in QuickBooks. Worst case scenario: if that transaction does end up syncing (as things are designed to work with the integration connected), you could simply delete the sales receipt in QuickBooks. As long as you make sure that the transaction does not have a designation after it's saved/recorded in Kindful, that transaction should not sync. Keep in mind, you may have settings in your account that apply designations automatically that you would need to override. Transactions that are not assigned a designation will not sync to QuickBooks. Please provide this code to your onboarding specialist or support team representative.Ĭan I enter a transaction into Kindful and have it not sync automatically to QuickBooks? Our development team needs to set this field, but we will need it from you. This is something that is required to have if you happen to have a non-standard tax code. One thing to consider initially pertains to your Default Sales Tax Code. We are a Canadian Organization, and are having trouble with our sync. With this set prior to connecting the integration, as long as the Payment Methods in QuickBooks are strictly the word “Credit”, “Cash”, or “Check”, it will sync without needing custom mappings. Please note that some Transaction Types are not included on this list.Ĭredit, Cash, and Check can will sync however, they need to manually be created as payment methods in QuickBooks prior to connecting the integration. When syncing data from Kindful to QuickBooks, if a corresponding Payment Method does not exist in QuickBooks, Kindful will create one for some of our Transaction Types. It is important to ensure that Payment Methods in QuickBooks are set correctly before connecting the integration. Once the integration is connected, the payment type mappings cannot be remapped. If these types are not used, it will sync over as “Cash”. If you use one of these Payment Methods in QuickBooks, it will automatically sync to the corresponding Kindful field. The following Payment Methods are supported: We map QuickBooks "Payment Methods" into Kindful as "Transaction Types". When data syncs from QuickBooks to Kindful, Kindful currently supports many Payment Methods from QuickBooks. We're here to assist.The following FAQs apply to Kindful Customers who have integrated QuickBooks with their Kindful account. Learn about ProAdvisor benefits, tiers, and pointsįeel free to message back if you have other concerns about training certifications or QuickBooks.Frequently Asked Questions about ProAdvisor training and certification.These are US links but are also applicable for international regions. See these modules to get answers to commonly asked questions about QuickBooks Online training and certification. Restart Safari for the changes to take effect.Choose Privacy, then Manage Website Data.Open Safari, then click on Safari beside the apple icon to the top left. Restart Mozilla Firefox for the changes to take effect.Enter "intuit" in the search bar and click on Enter to find Intuit cookies.Tap Manage Data under Cookies and Site Data.At the top right, go to the Menu ☰ icon.Restart Google Chrome for the changes to take effect.Click on Remove all shown or the trash can icon.Enter "intuit" in the search bar to find Intuit cookies.At the top right, click the More ⋮ icon.Finally, delete the browser cache and Intuit-specific cookies to fix issues quickly. You can also turn off your pop-up blocker temporarily.Īfter that, add the ProAdvisor Training website ( as a trusted site. Perform the instructions to allow the training course or exam to start. It may be blocking the training course and exams. Make sure to use a supported web browser for the best experience when using QuickBooks. The ProAdvisor training webpage isn't a trusted site.The browser you're using isn't compatible.Here are some of the possible reasons why this issue occurs: I'm here to guide you through some troubleshooting procedures so you can play the video seamlessly.
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