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Question

Issue syncing Keap orders with Quickbooks Online not matching deposits.

  • 29 July 2023
  • 1 reply
  • 12 views
cschnell

We use Keap and Quickbooks Online. I need to get it set up that when an order/donation gets made in keap, that it goes over to QB. Our Current Problem: When orders are placed in Keap, they are ran through our Processor which is Authorize.net. When they deposit into QBO, it is lumped and we have to manually go through and split the deposit based on what was sold. Ideal solution, is that they match u p and we are verifying each month

 

pls who can help me 

1 reply

ken.a
Userlevel 7
Badge +6

Hi there @cschnell,

Welcome to the Community! 🎉

Before we dive deeper into this, could you please tell me if you’re using Keap or Keap Max Classic? That said, we do have an open feature request for Keap Max Classic to support the “New Order” trigger. Please let me know if you’d like to get added to that.

Please keep us posted! 😊

Reply


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