Review QuickBooks activity

Open Settings → QuickBooks → Reconciliation and select a company. The page compares what HaulApp approved with what a later QuickBooks read found. Use it when an invoice or credit has changed in accounting, a balance looks wrong, or a delivery needs investigation.

Read the comparison

Open a document to see Last agreed, HaulApp, and QuickBooks side by side. The page separates the commercial total from the accounting balance and shows payments and credits observed in QuickBooks. It also shows when accounting was last read. An unknown or old observation is not a confirmed zero balance.

If a document is linked to more than one QuickBooks company, one company supplies the authoritative accounting balance; the others are delivery copies. Check the company shown on each balance. An older verified invoice revision does not prove that a newer correction reached accounting.

Resolve a difference

When both sides differ, review the comparison and choose which version should stand. Keep HaulApp prepares a reviewed accounting update. Taking QuickBooks changes to an invoice requires a matching invoice edit proposal; HaulApp then applies the normal revision and source checks. Do not expect a QuickBooks line change to rewrite an invoice or its commission without review. If facts change after a preview, open a fresh one.

A credit created in QuickBooks may appear under Credits as Unclassified. Map its customer if needed, then classify it as a billing error or goodwill. Its amount and applications remain controlled in QuickBooks. Credit applications that HaulApp initiates are reviewed against both the credit and invoice; they are not confirmed until both accounting records agree. Removal of a linked application requires a QuickBooks change and a fresh paired read.

Check payments and voids

Customer payments are entered in QuickBooks. HaulApp shows the last observed payment and balance; it does not treat a missing read as proof that nothing has been paid. Before voiding a connected invoice, review fresh unpaid and uncredited evidence for every bound company. QuickBooks must confirm the void separately. The invoice’s ticket work stays held until all destinations confirm it.

Investigate an uncertain delivery

If Web Connector loses a response, QuickBooks may already have created or changed the record. HaulApp holds the operation. Check QuickBooks for the exact record and use the investigation action shown in Delivery and recovery. A later independent read can confirm the result. Never queue a replacement create just because the response is missing; that can produce a duplicate.

When the connector is paused or a company file has not been read recently, the balance and change list can be stale. Run Web Connector and refresh the record before making a financial decision. If a write is refused, read the message and the Web Connector log on the Windows computer, fix the cause, then review any replacement work before approving it.