Review and Fix Invalid Invoices

Once the import runs, Pod2Quick will check to make sure the data coming from Podio into QuickBooks matches so that there are no errors.  It is looking to see if:

  • The Customer Names on the Podio invoices match Customers in QuickBooks
  • The Item name that you have selected for the invoices match the Items in QuickBooks
  • The Class names that  you have selected match the Classes in Quickbooks

If it finds one of these errors, it will mark the invoices “Invalid” until the conflicts are resolved – either by making changes in your Podio files or in your QuickBooks file.  Once you made the fixes, rerun the import.

bad-docItem or Class does not match. Invoice will not import until conflict is addressed in QuickBooks or Podio.

bad-customerCustomer does not match. Invoice will not import until conflict is addressed in QuickBooks or Podio.

bad-doc-and-bad-customer

Customer and Item or Class do not match. Invoice will not import until conflict is addressed in QuickBooks or Podio.

 

InvalidInvoices

If customer, item, or class is missing, you must add it to QuickBooks then rerun the import.

If you have configured your Podio and QuickBooks setup to match, Items and Classes should rarely ever be in conflict.

Also, if you checked the box for “Auto Add Missing Customers to QuickBooks”, in the Standard Settings tab,  customers added in Podio will be created in QuickBooks upon import.  (See image below.)

If  you choose to continue at this point without fixing the invalid invoices, only the valid invoices will be imported.  Invalid invoices will never be imported to QuickBooks.

3 Settings - standard

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"Podio" is a registered trademark of Citrix Systems Inc.
"QuickBooks" is a registered trademark of Intuit, Inc.




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