Intended audience: accountant or project manager. Common issues you may encounter when working with the QuickBooks Online integration.
Below are some common issues that may occur and how to resolve them.
QBO admin required
If the user authenticating QBO is not an admin, the connection will fail.
Missing line items
If QBO has no estimate for the project:
Siteline cannot post a line-item invoice
Siteline will still sync a total amount
You'll get a prompt to select a Product/Service before syncing
Retention mismatch
Because QBO has no retention field:
Ensure correct toggle selection (Deduct Retention) before syncing
See Setup → Retention handling for how to configure the toggle.
Tax differences
QBO applies taxes. Since Siteline syncs pretax amounts:
Expect QBO to calculate and display taxes based on its own rules
Address requirement
Siteline requires a project address.
If QBO does not have a shipping address (which gets imported), you must enter it manually.