Troubleshooting
If the sync between Boulevard and QuickBooks Online fails, the point(s) of contact designated during setup will receive an email notification. You can view the sync status by clicking the Open Sync History link. Any syncs that failed will have a Details link to see the reason for the failure.
The most common reason for a failed sync is missing mapping. After fixing the mapping, you can click the Rerun Export button to attempt a re-sync. The QuickBooks Online integration can recover for up to ten (10) days of failed syncs.
Mismatched amounts
If the numbers you’re seeing posted to QuickBooks through the Boulevard integration don’t align with the numbers you are seeing elsewhere, head to Beta Reports and select the report that applies to the area where you’re seeing inconsistencies. These reports show additional detail around how the syncs are calculated, and can help you compare line items to find the source of inconsistencies.
If you’re seeing QuickBooks entries with [Boulevard-DO NOT DELETE] Unbalanced Account that means that your accounts are not balanced in Boulevard at the time of sync. This can arise in a variety of cases, like when you accept partial payment for an order but don’t close it.
Once you’ve confirmed that the mappings are correct and have triangulated where the inconsistencies are coming from, reach out to Boulevard Support support@blvd.co to help.
Terminology
Below, is a table of terms and definitions to help guide you through the configuration process. We encourage you to work closely with your accountant during the initial setup so you connect your Boulevard items properly to your QuickBooks Online chart of accounts!
Liabilities, Tax, & Gratuity
Products without Categories | Products in Boulevard without an assigned category |
Account Credit Liabilities | The sale of account credit |
Gift Card Liabilities | The sale of gift cards |
Gratuity | The sum of all gross sales where the sale type is gratuity |
Tax | The tax collected for applicable products and services |
New Membership Sales | The sum of gross new membership sales |
Credit Card Fees | The transaction fees associated with credit card processing |
Credit Card Bank Deposits | Bank deposits which is the transaction amount minus transaction fees |
Redeemed Voucher Values | The value of redeemed vouchers |
Voucher Discounts | The gross sales amount minus the redeemed voucher value amount |
Discounts | The total amount of discounts (not voucher related) |
Refunds | The total amount of refunds |
Default Payments
Cash | Cash payments |
Credit Card | Credit card payments |
Gift Card Redemptions | Gift card value redeemed for payment |
Account Credit Redemptions | Account credits redeemed for payment |
Other | Other payment types |
For questions related to installing the integration, reach out to Boulevard Support support@blvd.co. For QuickBooks specific questions, please reach out to the QuickBooks support team.