Client uses a third party app called Tradify. it uploads to QBO but not properly and the chequing account is out of balance due to this app. Advice needed to fix it.

leahjohnson286-g · ‎February 16, 2022

third party app is putting all material lines from invoices into my reconciliation throwing the chequing account way off balance. still reconciles properly but there are multiple transactions that i can't get rid of.

Nick K · ‎February 16, 2022

Hi leahjohnson286-g.

Keeping your accounts accurate is the key to good bookkeeping and finding out what could be causing it is just as important. I'd be happy to point you in the right direction for this.

In order to get your transactions entered properly from the third party app I recommend reaching out to them as it seems to be an import issue on their end. Due to this they would be the only ones that can correct it.

If you have any questions let us know and we'd be happy to help.

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Client uses a third party app called Tradify. it uploads to QBO but not properly and the chequing account is out of balance due to this app. Advice needed to fix it.

Client uses a third party app called Tradify. it uploads to QBO but not properly and the chequing account is out of balance due to this app. Advice needed to fix it.

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