Overview
There are times when the QuickBooks Online integration with SurePoint Practice Pro will not send certain items to QuickBooks. You may see errors for "failed to send payment to QuickBooks" in SurePoint Practice Pro. We recommend that firm administrators view the QuickBooks Integration History in Firm Settings. You can filter by whether a request failed to see the error message. These error messages should help guide you to fixing the problem so you can retry sending the items to QuickBooks Online.
Error: Another customer, vendor or employee is already using this name. Please use a different name.
QuickBooks treats vendors, customers, and employees separately. However, it's possible to have customers who are also vendors by adding a special character or any distinction to their profiles. Also, you can mark a particular customer as inactive and consider them as a vendor in the future.
Create a new Vendor name (Make sure that this name doesn't have a duplicate)
Go to the Expenses tab and select Vendors.
Search for the Vendor.
Click the Vendor name to view details.
In the upper right corner, click "Edit" button.
In the Vendor Display Name field, enter a name with one keystroke different from the Customer name (for example, you can append a "-V" to the end of the name).
Make sure the Name to print on checks field does not have the "-V" and is the correct vendor name.
Click Save.
Please refer to this article for more guidance: Moving names from one list to another in QuickBooks Online. and Can I have a customer who is also a supplier?
You should now be able to retry sending the item to QuickBooks.
Error: Expenses Will Not Send To QuickBooks
Ensure proper expense types when sending expenses to QuickBooks Online.
On Time & Expenses page, only hard cost expenses will be sent to QBO, so you will need to filter charges with the "Cost Type" filter set to "Hard Cost" in order to see expenses that did not send to QuickBooks.
Once your expenses are filtered to hard costs, then select all of the charges with the checkbox in the left side of the table.
Select "Bulk Actions".
Select "Send To QuickBooks".
In the confirmation dialog, choose "Send to QuickBooks".
Your expenses should have successfully sent to QuickBooks.
Let us know if you have any questions!