Accounting Integrations FAQs

Accounting Integrations Troubleshooting

Switching Accounting Softwares

Removing an existing integration and installing a new one carries some risk of data corruption and possible interruptions in your workflow. Any such change should be carefully planned and executed with help from Steelhead Customer Support.
Note: No invoicing should be done during this process.

The following steps will need to be taken in order:

1. Archive the active integration
2. Configure the new integration
3. Click PLAY on the new integration to read everything in.
   1. Steelhead experts will help to ensure proper data transfer.
   2. Do NOT do any IMPORTS. The data must be verified before proceeding.
4. Reset the state of the Domain by archiving the newly established integration and unarchiving the initial integration.
5. Steelhead Customer Support will verify the success of the test integration.
6. When instructed to do so, archive the active integration for the second time, and unarchive the new integration which has been proof tested.
7. Verify the new integration performs as expected.

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

1. Go to the integration in Steelhead
2. Trigger a read by clicking the play button on the integration
3. If Watch Mode is not running, go to the Imports page and reimport
   the Terms and Customer

Accounting Software is Frozen

If you are not able to quit/close your accounting software, here are some things you can try:

• Open the Task Manager and End the task
• Restart your device

A Customer isn't syncing to my accounting software

Most likely, no Sales Orders for this Customer have been invoiced in
Steelhead, or no Invoices for this Customer have been synced to accounting
yet. To get the Customer to sync to your accounting software:

• Export an Invoice for the Customer, or
• Click the Export button on the Customer

Can I create Payroll journal entries for my accounting software from Steelhead Payroll?

Yes, you can download a CSV file of payroll journal entries in Steelhead for upload to your accounting program:

• Open a Payroll that has a status of Pending or Paid.
• Click the down-arrow download button next to the "+CREATE JOURNAL ENTRIES" button.
• Fill out the Journal Entry Date and Journal Entry Number.
• Click the Download button. When the CSV file finishes downloading to your Downloads folder, you can upload it to any accounting integration.

An Invoice isn't syncing to my accounting software

• Check if there are any errors, such as the Customer's name being too long.
• Check that the terms, tax codes, and items referenced on the Invoice exist in the accounting software and have been imported into Steelhead.

If an invoice fails to sync, it will automatically try to sync again the next
time the integration runs. If the issue causing the sync to fail is corrected,
the invoice will sync, and the error message will disappear.
Note: if all else fails, you can manually mark the invoice as synced, which
prevents the integration from attempting to write the invoice to accounting.
You should only do this if you have confirmed that the invoice has been
recorded in your accounting software.

How are fields matched in QuickBooks Online integration?

To match fields, the Short Name (Accounting ID) of the field is checked for a match unless there is a UUID match. Then, it falls back to Object Name. If there is no match in Steelhead by UUID, Short Name, or Object Name, then Steelhead will create a new field for the data.