Local Line - QuickBooks FAQ

Though integrating is a breeze, we thought we would share some answers to some frequently asked questions!

1. What happens if Local Line or QuickBooks goes down?

First, it would be extremely rare to have either system go down completely. In the event that there is scheduled maintenance, you’ll have lots of notice, and the maintenance won’t occur during normal business hours. In the event that one or both systems do go down, your information will not be lost. Your information will be easily recovered and accessible to you as normal as soon as the systems come back online. 

2. When setting up QuickBooks, some of the dropdowns in Sync View don’t have any options to choose from.

When one of the account dropdowns are empty, it means there is no account that is compatible with that account type so one must be created. To do this, go to the Accounting tab in QuickBooks and create a new account using the New button in the top right. If expense account as no options, create an account with Account TypeCost of Goods Sold account with Detail Type: Supplies and Materials. If Inventory asset account has no options, create an account with Account Type: Current assets and Detail TypeInventory. This could happen in Step 5 in your How to Integrate Local Line to QuickBooks Instructions. 

3. I updated customers, products and/or orders on QuickBooks but it’s not appearing on Local Line?

It can take up to 7 minutes for updates on QuickBooks to reflect in your Local Line account. Local Line updates should sync to QuickBooks almost instantly. If you don’t see the updates try refreshing your Local Line page. 

4. Once I have turned on my QuickBooks Integration, where does my Local Line information show up on QuickBooks?

To view the synced items in QuickBooks, open the Sales tab on the left. The tabs visible at the top of the screen represent these tabs found in Local Line: 

5. How long does it take for info from Local Line to be seen on QuickBooks?

Instantly! All changes made in Local Line will be immediately seen in QuickBooks. 

6. I’m new to Local Line and just started using QuickBooks. Does it matter where I start first?

It is best for you to start in Local Line as we can automatically copy all of your customers, products, and orders to QuickBooks automatically.  If you already have your information in QuickBooks that’s OK! You will just have to create your customers and products manually in Local Line, click the QuickBooks Setup button, a pop up will appear, and link your Customers and Products appropriately.  

7. Will my past orders be synced to QuickBooks?

No, any orders made on Local Line before the integration will not show up on QuickBooks. 

8. Some of my Local Line customers are not on QuickBooks, will they automatically sync to QuickBooks?

Yes! All customers on Local Line that are not linked to a customer QuickBooks will automatically create a customer in QuickBooks to sync to.

9. Some of my QuickBooks customers/products are not on Local Line, will they automatically sync to Local Line?

No. Before integrating the two systems, make sure to add customer profiles on Local Line for all of the customers you have on QuickBooks. The same goes for products, make sure you have add all the products in Local Line that you have in QuickBooks. During setup, you will be able to link the Local Line customers/products you created with the QuickBooks customers/products during integration.

If you turn on the integration before creating a customer profile on Local Line, but have that customer on QuickBooks, follow the steps below:

  1. In Local Line, create the customer profile for the customer you already have in QuickBooks. Make sure to add all information available for the customer in the Local Line profile and that the names match between both systems.
  2. In QuickBooks, go to the Invoicing tab on the left hand side and click the Customers tab.
  3. The customer profile you created in Local Line will appear in the QuickBooks customer list as “FirstName” “LastName” (2). Click on the customer profile on QuickBooks. Click Edit.
  4. Remove the (2) behind the last name in the text box labelled *Display name as. Click Save
  5. A popup will appear indicating that the two customers will be merged. Click Yes.
  6. Now the customer created in Local Line will be merged to the original customer in QuickBooks. 

Similarly, if you turn on the integration before adding a product on Local Line, but have that product on QuickBooks, follow the steps below:

  1. In Local Line, add all of the products you already have in QuickBooks. Make sure that the names match between both systems.  
  2. In QuickBooks, go to the Invoicing tab on the left hand side and click the Products and Services tab.
  3. The products you added in Local Line will appear in the QuickBooks product list as "Product Name" (2). Click on the product on QuickBooks. Click Edit.
  4. Remove the (2) behind the last name in the text box labelled *Display name as. Click Save
  5. A popup will appear indicating that the two products will be merged. Click Yes.
  6. Now the product created in Local Line will be merged to the original product in QuickBooks. 

Alert: When merging two customers or products in QuickBooks, the QuickBooks information will overwrite the Local Line information visible in QuickBooks; therefore be sure that the information provided in both systems is the same.

10. How are products and customers names labelled in Local Line when synced? Which name does it take if they’re different in Local Line vs. QuickBooks?

When a customer or product is synced, the Local Line information (email and shipping address only) will overwrite the QuickBooks information if there are differences between the two platforms, except when two customers are merged in QuickBooks. For more on this, read question 8. 

11. What happens to my information in Local Line when the integration is turned off? Will it go to QuickBooks when the integration is turned back on?

Your information will not be synced when the integration is off. When the integration is turned back on all of the changes you made while the integration was off will not be synced to QuickBooks and vice versa. The integration must be on for information to be synced.

12. Are changes made in Local Line orders/customers/product automatically reflected in QuickBooks?

Yes! All changes to orders/customers/products made in Local Line are automatically reflected in QuickBooks. Also any new orders/customers/products created in Local Line can be seen in QuickBooks.

13. When  I mark orders “paid/unpaid” on Local Line, does it show up on QuickBooks? Vice versa?

Any orders that are marked Paid/Unpaid in Local Line will be updated in QuickBooks instantly. For QuickBooks, any invoices that are marked received will appear on Local Line, however it can take up to 7 minutes.

14. When a customer pays on Local Line, does it show up on QuickBooks? Vice versa?

All payments made on Local Line will be seen on QuickBooks. Same as when a payment is made in QuickBooks, but as a reminder, it can take up to 7 minutes to sync.

 

Please reach out to support@localline.ca with any other questions!