This article aims to help you avoid potential system errors by giving you the best practices we've identified.
In this article, you'll see:
➡️ Our tips and tricks
💡 Tips and tricks
Never merge customers in QuickBooks (the corresponding ID in Plannit automatically disappears) and you won't be able to export invoices from Plannit to QuickBooks.
Never create new customers in QuickBooks, but rather create them in Plannit, since exporting the transaction will create the customer and the corresponding ID. Remember that you can export data from Plannit to QuickBooks, but not vice versa!
Use only the characters permitted by QuickBooks when creating a customer or product name. For example, avoid using apostrophes or accents in your customer or product names, as this will cause export problems.
Here's the list of permitted characters:
Alphanumeric: AZ, az, 0-9
Comma : ,
Period or period: .
Question mark: ?
To symbol : @
Ampersand: &
Exclamation mark: !
Number/sharp sign: #
Simple quote: '
Tilde: ~
Asterisk: * *
Space: ( )
Underline : _
Minus sign / hyphen: -
Semicolon: ;
Plus sign: +
4. For an invoice to be exported to QuickBooks, it must have an invoice date. This simple
oversight can result in the invoice not being exported. If the date is replaced by N/A, no export will take place in QuickBooks.
5. To avoid duplicates in QuickBooks, add a letter or prefix to your invoice numbers created in Plannit. If, by misfortune, someone on your team creates an invoice in QuickBooks, the number will be different from those created in Plannit.