The Recurly-QuickBook integration only supports syncing of Recurly Fixed-Price Add-Ons to QuickBook Items.
Only certain Recurly Add-Ons can be synced to QuickBook Items Items in QuickBooks must have a unique Item Name. The plan sync works with both item hierarchy and item categories. Once they are stored in QuickBooks Online, you can edit their type. By default, these objects are created as Service Items in QuickBooks Online. Items, plans, fixed priced add-ons, and setup fees in Recurly are all synced as Items in QuickBooks Online. If you use gift cards, it will look like a normal payment from Recurly. Gift Card accounting information is not fully passed between Recurly and Xero.This will cause orphaned credit memos in QuickBooks that can never be resolved. We recommend that you do not delete open credit balances on customer accounts within Recurly.We recommend that you disable the "Custom Transaction Numbers" function within QuickBooks as this can cause errors with invoices syncing to QuickBooks.You can only connect a Recurly site with one QuickBooks instance.You can sync multiple Recurly sites to one QuickBooks site.A customer in QuickBooks Online can only have one currency, whereas a customer in Recurly can have multiple currencies. The integration does not function well with multicurrency sites as QuickBooks Online and Recurly have different definitions of customers.
BILLINGS PRO AND QUICKBOOKS PROFESSIONAL
BILLINGS PRO AND QUICKBOOKS TRIAL
If you would like to test with a non-production QuickBooks Online account, we recommend you sign up for a separate trial QuickBooks account. The integration will support QuickBooks Online sites in production mode.The integration will support Recurly sites in sandbox mode or production mode.The integration currently works only with the United States version of QuickBooks Online.The integration only functions with QuickBooks Online, not QuickBooks Desktop.Please read this list of considerations before setting up the integration as it contains valuable information about how the sync process works between Recurly and QuickBooks Online. PSD2 and Strong Customer Authentication.Payment Gateway & Merchant Account Overview.
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