Accounting Integrations FAQs

My invoice won't sync because the error says the Customer already exists in Accounting integration?

• Check for duplicates of that Customer underneath any Products, Vendors, in Accounting Integration. If duplicate records are found, change the name of one to differentiate them.

I changed the terms for a Customer in my integration, but it has not updated in Steelhead. How can I fix this?

• Initiate another Read on this customer. If Watch Mode is not running, reimport in the Integrations Page.
  • If on V3 wait till next sync.

The Purchase Order name is too long, so my Invoice won’t sync.

• Since the Invoice has already been created, the Purchase Order name has been made permanent on the Invoice. So, after shortening the name to 31 letters, you must void and recreate the Invoice to sync.

What does Steelhead do with GL Accounts?

• GL accounts are available in Steelhead from the Accounting integration for reference and viewing only.
• If any GL account needs to be changed on a Product, etc., it needs to be done in the synced software.

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