Announcing the ability to post activity to QuickBooks Online retroactively.
First of all — this article does not pertain to those who use our QuickBooks Desktop integration. Because that is, by its nature, run in batch, after the transactions post to ShalomCloud.
When would you want to use this capability? Not often, hopefully. However, let’s say you’ve set up a new financial category in ShalomCloud, and haven’t mapped it to the corresponding chart of accounts entries in QuickBooks. And, then, some items post — could be via the administrative screens, or via any of the online portals. If that happens, you’ll receive an email, saying something like, “No mapping for credits on category <name of the category>.
Given that the integration from ShalomCloud to QuickBooks Online occurs within seconds, how can you correct that missing entry? In the past, you could post the entries manually; or we in ShalomCloud support could handle it, also manually.
Aha! Now, you can go into the familiar Queries -> Financial transactions. Enter whatever criteria will include the items(s) in question. Check the box on the far right, and touch the orange button at the bottom, Send checked to QBOL. That’s it.
You can see the above scenario in action by viewing this video.