Skip to main content
March 7, 2025
Question

our CRM is posting credit card fee expenses incorrectly into QB. The category is correct but for some reason is selected AMAZON CREDIT as the payment account. why?

  • March 7, 2025
  • 1 reply
  • 0 views

There are no rules in QB that i can see to prompt the system to do this. Spoke with the CRM developer and they don't see how QB could act this way. The payment account should be Undeposited Funds.

1 reply

JenoP
March 7, 2025

I appreciate your time in reaching out to us about correcting the payment account for expenses from your CRM, jon124. I'd like to share details to provide clarity and steer you towards a resolution.

 

Can you also tell us the name of the CRM that's linked to QuickBooks Online? We want to verify if there are any open alerts related to this in our database.

 

In the meantime, please know that QBO depends on data shared by external apps and financial institutions, particularly with third-party integrations. This is the reason there are no settings in QBO for mapping payment accounts.

 

I'd recommend reaching out to the CRM app developer again to inquire about any updates or issues on their side that might be causing payments to revert to Amazon credit instead of the Undeposited Funds account.

 

Additionally, here are some articles for further guidance on managing third-party integrations in QBO:

 

 

Please feel free to reach out to us anytime you have further questions regarding data synchronization, managing banking transactions, or general bookkeeping tasks in QuickBooks Online. We're always here to assist you.