What are the limitations of the Vtiger - Quickbooks sync process?
The following are the limitations in the Vtiger - Quickbooks sync process:
US-Edition
- When you perform the sync for the first time, all the taxes from QuickBooks will be copied to Vtiger.
- Vtiger Invoices with individual tax types should have the same taxes for all the line items.
- Shipping should be enabled from QuickBooks Company settings if you track shipping charges from the Vtiger Invoices module.
Non-US Edition
- Invoices
- While syncing Invoices from QuickBooks to Vtiger, the Currencies used in Quickbooks Invoices should exist in Vtiger.
- While syncing Invoices from QuickBooks to Vtiger, Shipping tax percentages should be the same in Vtiger and QuickBooks.
- Invoices in Vtiger with individual tax types having group-level discounts and item-level discounts will be skipped.
- Taxes
- At least one tax should be active in Vtiger to sync invoices from Vtiger to Quickbooks.
- While syncing invoices from Vtiger to QuickBooks, if tax values are zero, the Invoice will be created in QuickBooks with mode as 'out of the scope' of tax.
- If any of the line items in Vtiger are not having taxes in individual mode, the CRM checks for a zero-value tax in QuickBooks and syncs the invoice. If Zero value tax is not available, then the invoice will be skipped.
- When you do the first sync, all Sales taxes will be copied from QuickBooks to Vtiger, and all purchase taxes will be skipped.
- While syncing products from Vtiger to QuickBooks, the Income and Expense accounts will be mapped from the details you provided.