In some cases, Vinosmith will push an Invoice/Customer to QB, but Vinosmith does not receive a response from QB. In this case, oftentimes, the Invoice/Customer is visible in QB, but Vinosmith thinks it's still pending because QB never told us, "Yes, this Invoice has been received." We call this a "stuck insertion."

You can view stuck insertions by:

  1. Click on My Account and then Manage in the left navigation.
  2. Locate the Quickbooks Desktop section and click on the link Sync Errors.
  3. On the sync errors screen on the left, click on the link for Stuck Insertions

This page lists the Invoices that are in this limbo status.

If the invoice is in QB

For a stuck invoices, it is recommended you first check if they are in QB, and if so, delete the invoice from QB first, then click on the blue Re-Queue button so Vinosmith can attempt another push.  NOTE: If the invoice already exists in QB, this could result in a duplicate Invoice in QB.

Alternatively, if the invoice is in Quickbooks, you can manually mark it as exported in Vinosmith to clear it from the Batch Invoice screen.

  1. Open a concerned invoice.
  2. Click on the More Actions button
  3. Click Export
  4. Select Mark as Exported

If the invoice is NOT in QB

If QB did not receive the Invoice,  click the Re-Queue button to push it. In most cases, the second push succeeds.

 

If the Customer is not in QB

If QB did not receive the Customer, click the Re-Queue button to attempt another push. 

 

If the Customer is in QB

You will need to do two things:

1. Remove the stuck insertion request by clicking the Remove button

2. Map the Vinosmith Account to the QB Customer like normal.