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QuickBooks Desktop

Sync Setup

  • Create a Sync Token to sync with QuickBooks Desktop
  • QuickBooks Desktop - Server or hosting provider sync dashboard installation
  • QuickBooks Desktop - Sync dashboard local setup installation
  • QuickBooks Desktop Sync Dashboard Tool - IP and ports
  • QuickBooks Desktop sync setup - Hosting Providers list
  • QuickBooks Desktop sync setup guide
See all 7 articles

Tips and Best Practices

  • QuickBooks Desktop: 2-way bill sync
  • QuickBooks Desktop: Bills
  • QuickBooks Desktop: Classes
  • QuickBooks Desktop: DropBox
  • QuickBooks Desktop: Manage billable expenses
  • QuickBooks Desktop: Purchase orders
See all 18 articles

Troubleshoot

  • Constraint violation columns appear on sync dashboard
  • Invoice or record doesn't appear after a sync
  • QuickBooks Desktop error - There is an invalid reference to QuickBooks Term [PAYMENT_TERM_NAME] in the Invoice. QuickBooks error message: Invalid argument. The specified record does not exist in the list.
  • QuickBooks Desktop sync error: A modal dialog box is showing in the QuickBooks user interface or Unknown error (errorCode: MessageModalDialogOpen)
  • QuickBooks Desktop sync error: A related object is already in use, or failed to acquire the lock for this object.
  • QuickBooks Desktop sync error: An attempt was made to modify a <transaction> with a date that is on or before the closing date of the company
See all 49 articles

ACCOUNT SETUP View all

  • Get Started checklist
  • Enabling accounting preferences
  • Enabling accounting classifications
  • Create an accounting classification

GETTING PAID View all

  • Adding new customers
  • Enter a new Invoice
  • Portal accounts: what the customer sees
  • Payment timing - Receivables

CONNECTING WITH MY VENDOR View all

  • Set up a vendor for ePayment
  • Inviting a vendor to be paid electronically
  • Large Biller Vendor ePayment Setup
  • Applying payments to the correct account

PAYABLES / HOW TO PAY View all

  • Enter a new bill
  • Paying Bills
  • Payment timing - Payables
  • Vendor not connected yet

QuickBooks for Windows View all

  • QuickBooks for Windows Sync Setup Guide
  • QuickBooks for Windows - Sync dashboard local setup installation
  • QuickBooks for Windows - Server or Hosting provider sync dashboard installation
  • Sync with QuickBooks for Windows

QuickBooks Online View all

  • QuickBooks Online Sync Setup Guide
  • QuickBooks Online Sync - At a Glance
  • QuickBooks Online Sync - FAQ's
  • QuickBooks Online Sync - Notes and Known Limitations

NetSuite / Intacct / Xero

  • NetSuite Sync Setup Guide
  • Intacct Sync - User Guide
  • Xero Sync Setup Guide
  • Other Accounting Systems

Import / Export View all

  • Best practices: Importing non-transaction records
  • Best practices: Importing transactions
  • Exporting records and transactions from Bill.com
  • Export Profiles: Customizable export reports

Payables View all

  • What to expect when voiding payments
  • Returned Checks
  • Pay a Vendor feature
  • Enabling Accounting preferences

Receivables View all

  • Payment Timing - Receivables
  • Recurring Invoices
  • Charging a customer
  • Setting up Auto Pay for a customer
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    FAQ

    Auto Pay for Vendors Recurring bills Creating a recurring invoice Auto Pay for Customers Accepting ePayments Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

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