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We integrated with a tool called Urban Piper and for the revenue account it is not showing the sales account which we have setup in Quick books.
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Thanks for reaching out to the Community, info-wellnesson-.
There are a lot of third-party apps that can integrate with QuickBooks Online. However, note that they have their own ways of setting up their software to QBO.
I suggest contacting Urban Piper support to check the integration settings to show the account on their end.
In addition, you may visit the Apps menu within your account to see the lists of supported third-party applications.
You can get back into this thread if you need assistance again. The Community is here to help.
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I do not think that is the issue with Urban Piper.
I created couple of chart of accounts with numbers attached to it, I dont even find them in the reconcile section.
They are active and setup correctly but not showing up even in quick books.
Do not know what mistake I am doing and where?
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Thanks for getting back here, info-wellnesson-.
I'd like to clarify, are the sales accounts you created not up showing in both QuickBooks and Urban Piper? In the meantime, let me share some troubleshooting steps to help you out in this situation.
QuickBooks Online uses cache and cookies so the web page will load faster if you access them again. But sometimes, these cached data becomes corrupted due to various reasons. If this happens, you'll get unusual behaviors like the one you are experiencing now.
To check for any potential cache issue impacting the accounts, please access QuickBooks through an incognito/private browsing window. This mode will not save your browsing history, search history, and cookies.
Here are the keyboard shortcut:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
Then, go to Accounting > Chart of accounts and search for the sales accounts. If you see the accounts, you'll want to go back to your regular browser and clear its cache. Clearing the cache data helps to troubleshoot and remove outdated files that is causing the issue. After clearing cache, please make sure to restart your browser.
Alternatively, you can use a different supported browser.
For more tips about managing your chart of accounts, please check out this article: Learn about the chart of accounts in QuickBooks Online.
I'd like to know how you get on after trying out the troubleshooting steps. I want to ensure this is resolved for you. Please reply to this post and I'll get back to you as soon as I can. Have a great day ahead.
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I have cleared the cache and used a different browser still the issue is same.
I created the accounts correctly and the status is active but now showing up on the reconcile option as well.
For some reason the accounts which I created are not getting activated.
May be we have 2 companies and one subscription is not active is that causing issue.
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Hi there, @info-wellnesson-.
I'd like to ensure we're on the same page so we can narrow down this issue. May I ask how you enter the accounts? Are they set up in QuickBooks Online? Any extra details are appreciated.
Looking forward to hearing from you. Have a great day!
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Appreciate the screenshot, @info-wellnesson-.
I'll help share how you're able to reconcile accounts in QuickBooks Online (QBO).
As of this time, the option to reconcile income accounts in QBO is unavailable. This is the reason why you're unable to see them listed when trying to start a reconciliation session.
The reconciliation workflow is designed to work with your bank account and asset account types. For now, let's consider manually comparing the transaction list of your income account to the actual transaction statement to reconcile it.
I'm adding this reference that'll help you understand your account and its transaction history which breaks down how much money you have or owe: The Chart of Accounts in QuickBooks.
Let me know in the comments below using the Reply button if you've got questions other than reconciling your accounts. I'll be here ready to lead a helping hand. Take care always!