User cannot send employee and vendor data from BillQuick to QuickBooks.
Usually, the employee and vendor data syncs easily as they are not tied to any other records unless the name already exists in QuickBooks. In BillQuick, the employee and vendor must have unique primary IDs, for example, John Doe and John Doe-v.
Steps for resolving the issue:
1. Verify the employee/vendor names do not already exist in the QuickBooks database using Smart Match, or by reviewing the employee/vendor lists in BillQuick and QuickBooks.
2. Just as with all records, make sure that your sync settings are configured to allow records to be synced.
3. Check for the date or employee-specific filters.
4. In the event a person is both an employee and a vendor, append a letter or number to this name to differentiate it from the existing name. For example, John Doe and John Doe-v.
In this example, John Doe already existed as a vendor in QuickBooks. This record is linked to vendor John Doe in BillQuick. You can edit this name in QuickBooks while maintaining the link to the vendor in BillQuick.