While setting up Quickbooks and Tradogram, you may run into some common errors. To ensure a successful integration please follow the appropriate guides below:

https://www.tradogram.com/videos/quickbooks-online-integration

https://www.tradogram.com/videos/quickbooks-desktop-integration

While configuring the integration settings, you still may get some errors after successful implementation of the 2 programs.

Why are my Quickboooks vendors not copying over to Tradogram suppliers?

Within Tradogram, we do have mandatory supplier fields that need to be filled out. These are:

Company Name

Postal Address

Name

Email

If these fields are not filled in, your suppliers will not copy over. To ensure whether or not this is happening, on the integration settings page you can set the following setting to ensure that you are emailed any time this particular issue occurs:

Why are my Quickbooks items not copying over to Tradogram?

Even if you have the option selected in Tradogram to copy over your items to Tradogram, there are situations where items will not copy over. Tradogram only accepts non-inventory, Inventory, and Service type items.

Other possible issues why the synchronization may not be working. Certain fields need to be exact matches between the 2 systems.

GL Account name length/match

Tradogram currently has a character limit for GL Account names of 300 . It is very important that the GL Accounts in Tradogram are an exact match of your Chart of Accounts in Quickbooks otherwise the synchronization will not work properly. If this happens, please adjust the name of the account to something that fits within Tradogram's parameters.

Why are my items pushing to the wrong GL account?

Depending on your settings within Tradogram, it's possible that your transactions are pushing your items to the default account that was set up for that particular transaction type. It is very important that if you want your items to push to the correct account that they are an exact match between Tradogram and Quickbooks.

Why are my payment terms not synching with Quickbooks?

Payment terms in Tradogram need to be an exact match with Terms in Quickbooks in order to synchronize.

Why aren't my taxes being applied properly in Quickbooks from Tradogram?

In your "Tax Codes" field under manage company, you will need to ensure that "Name" field in Tradogram matches the "Sales Tax Code" in Quickbooks.

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