Why is an invoice or its total in QuickBooks different from AveeCare, and how do I fix it?

When QuickBooks and AveeCare disagree on an invoice total or payment, QuickBooks vs AveeCare (Settings, Payment Integrations) lists invoices missing from QuickBooks, with different totals, paid on one side only, or deleted in QuickBooks, each with a fix button; See it in QuickBooks compares one invoice.

Quick answer1 min readUpdated for AveeCare
Short answer

Usually someone edited the invoice or recorded a payment on only one side. Open Settings, then Payment Integrations, and choose QuickBooks vs AveeCare. It reads both sides and lists only the invoices that disagree, grouped as Not in QuickBooks yet, Totals differ, Paid in AveeCare, not in QuickBooks, Paid in QuickBooks, not in AveeCare, Gone from QuickBooks, and Canceled here, still owed in QuickBooks, each with a button that fixes it.

Step by step

  1. Open Settings, then Payment Integrations.
  2. On the QuickBooks card, choose QuickBooks vs AveeCare.
  3. Read each group: it says what disagrees in plain words.
  4. Use the button on a row to fix it, such as sending AveeCare's version or the payment.
  5. For one invoice, Billing's See it in QuickBooks shows AveeCare's version beside what QuickBooks stored, with differences highlighted.

Good to know

  • Edits made in QuickBooks: The next send from AveeCare puts AveeCare's version back. See it in QuickBooks lists which fields that would change before you send.
  • Deleted in QuickBooks: An open invoice can be sent again. A paid invoice is not resent, and the row says why.
  • Clients not matched: Their invoices may be held back until each is linked or added to QuickBooks with Match people.
  • Read only until you press a button: Opening the report changes nothing in either place.

Keep going

How do I link my clients and caregivers to QuickBooks customers and employees?

Settings, Payment Integrations, Match people draws each client beside its QuickBooks customer and each caregiver beside their QuickBooks employee, suggests matches to confirm, and adds anyone missing to QuickBooks.

Invoices tab

Visit Billing table on /billing with stats, filters, Mark Billed, Charge via Stripe, EDI 837P/837I export, and 835 ERA import.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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