Sales & Customers
I've got your back, @Nirmalp. I know how essential it is to accurately transfer transaction amounts from Hubdoc to QuickBooks Online to maintain precise financial records.
The accuracy of QuickBooks Online data relies on the information transferred from Hubdoc. Given the discrepancy in the total amount, I suggest contacting Hubdoc to confirm whether any specific functions need to be activated during the data transfer process.
In the meantime, you can manually edit the transaction in QuickBooks Online that was created with the incorrect amount.
Here's how:
- Locate and open the bill.
- Edit the amount and any other necessary information.
- Hit Save and close.
After verifying the proper process for transferring data from Hubdoc to QuickBooks Online, ensure that you track the transactions that have already been transferred and corrected to prevent duplicate entries.
Maintaining a balanced set of accounts at the end of each period is crucial, as it ensures accountability and reliability. If you have any further comments or need clarification, feel free to respond at your convenience.
