QuickBooks Integration - Disconnecting Transactions

The Disconnect feature is an irreversible action that allows you to resolve errors that occur when syncing transactions from Silo to QuickBooks. Disconnecting the transaction means that it will stop attempting to sync to QuickBooks.

When viewing the error log, you can press a Disconnect button for a transaction, which clears the error, prevents it from attempting to sync in the future, and updates its QB sync status to "Disconnected". Note that only SOs, POs, expenses, payments, credits, and returns can be disconnected; customers, vendors, and products cannot.

In order to avoid creating additional errors and data mismatches, disconnecting a transaction will also disconnect all of its related transactions. For example, if you disconnect a sales order, it will also disconnect any payments and credits applied to that order. You will see a list of these connected transactions as part of the confirmation warning when you attempt to disconnect.

If a new transaction subsequently becomes related to a transaction that’s disconnected (e.g., a new payment is applied to a disconnected invoice), that transaction should appear in the error log with the following error text: “This transaction is associated with another transaction that’s been disconnected from syncing to QuickBooks. To add this to QuickBooks, do so manually. To clear this error, press Disconnect.