At EZRentOut, we are committed to provide an unmatched support experience. You may use any of the following possible means of communication with us:
- Email – support@ezrentout.com
- Blog – https://blog.ezrentout.com – great place to start off and read about our existing and upcoming features.
- Contribute your ideas – http://ezrentout.uservoice.com – we want our community to be involved in helping us define the products roadmap. Placing feature requests here allow for others to view and vote on them.
FAQs of EZRentOut are listed below:
QuickBooks
How do I install the latest version of the EZRentOut QuickBooks Sync Utility?
Here’s how you can install the latest version of the Sync Utility:
For Versions up to EZRentOut Sync Utility 1.6:
1. Go to Control Panel -> Programs & Features.
2. Right-click on EZRentout Sync in the list, and click on Uninstall.
3. After uninstalling, you’ll need to extract the EZRentout Sync App.rar file.
4. Run the Setup file and simply follow the steps.
For EZRentOut Sync Utility Version 1.7 or latest:
1. Download the latest EZRentOut Sync App.rar file from here. You’ll need to extract it.
4. Run the Setup file and simply follow the steps. Learn More
After successful installation, you’ll need to run the EZRentout Sync app, and you’re done.
Common questions for QuickBooks Desktop Canada edition
The tax didn’t apply quite right in my QuickBooks invoice. What should I do?
Make sure the Default Sales Tax Code is associated with same sales tax in QuickBooks as your EZRenout Tax.
To check Default Tax Code :
Open your QuickBooks File -> Click on Edit -> Preferences -> Sales Tax -> Company Preferences -> Assign Sales Tax ->Taxable items
Make sure the sales tax code of your province tax is checked.
P.S. If no taxable tax code is selected, GST is applied to your invoices.
Now run the sync again and the tax you selected will be applied in QuickBooks.
Do I need to make create the same tax in QuickBooks Desktop as EZR?
No, you do not need to create a tax with same rate and name.
My inventory Average Cost and Total Quantity is not being updated in QuickBooks. What should I do?
Currently, QuickBooks only provides an advanced inventory module in QuickBooks Enterprise.
1) Go to Company -> Preferences -> Item & Inventory -> Advanced Inventory Settings.
2) Click the checkbox: Multiple Inventory Sites is Enabled.
3) Save the settings.
4) Run the EZR Sync Utility again.
Please note: If you are using QuickBooks Standard/Pro/Pro Plus, you’ll need to upgrade to QuickBooks Enterprise to use this advanced inventory module.
I am receiving the error: “Failed to update invoice on QuickBooks: XYZ is deleted or is marked inactive on QuickBooks”. How do I proceed?
This error shows up when an item was initially created in QuickBooks, synced with EZR, and then made inactive in QuickBooks. In order to sync again, you will have to mark the item as active again in QuickBooks.
To check if an item is marked as inactive, please apply the following filter in QuickBooks:
In case the item is marked as inactive in QuickBooks, please mark it as active by going to Settings –> Products and Services –> Change Filter from Active to Inactive –> Apply. Click “Mark Active” in the action column for the particular item.
Tracking QuickBooks Sub Customers in EZRentOut
QuickBooks has a feature called Sub Customers that is used for tracking multiple contacts for the same business (or even to track multiple projects for a customer). In EZRentOut, we recommend using the Business/Account field under ‘Customers’ to manage multiple contacts within a business. You can use both approaches; the steps for syncing Sub Customers in QuickBooks to EZR are given below:
1. First, create a sub customer in QuickBooks
2. Then create the customer in EZR AND update the ‘Display Name’ to be the same as the one in QuickBooks
And that’s it! It’ll sync the Order details appropriately.
Note: If you attempt to sync an Order in EZR with a customer that doesn’t exist in QuickBooks, it’ll be created as standard customer and not a sub customer, so you have to map the customer first following the above steps.
How do I sync EZRentOut with QuickBooks Desktop?
Here’s a step-by-step guide showing you how to integrate your EZRentOut account to QuickBooks Desktop.
Your download will start automatically in 3 seconds…
How to switch to old sales tax center in QuickBooks Online?
QuickBooks Online has now made reverting to old sales tax center possible now.
If you’ve migrated from manual to automated sales tax, after logging into to your account, please follow these steps:
1. On the left pane of the homepage, select Taxes.
2. Go to Sales Tax Settings on the top right on this page.
3. At the bottom of this screen, you’ll find the option to temporarily switch to the old tax center. Click the hyperlink: Switch here.
4. A dialog box will appear. Click Switch to continue.
Once done, you can now use the QuickBooks old Sales Tax Center. See image below.
Learn more on Manual and Automated Sales Tax in QuickBooks Online
Why am I seeing a negative Payable Amount in my EZRentOut Order?
The following only applies if you’ve synced your EZRentOut Account with QuickBooks.
If you’ve already charged payment on an EZRentOut Order but the Payable Amount suddenly became negative, it may be because an Order Line Item (Item or Tax) has been deleted or set to $0.00. This action decreases the Net Amount, making it lower than the Paid Amount so that the difference becomes negative.
This is how the Payable Amount is calculated in EZRentOut:
Net Amount – Paid Amount = Payable Amount
Here is an example that demonstrates how you can fix this.
In EZRentOut
The negative Payable Amount is -$54.25 since the Paid Amount was $829.25 when the Net Amount was only $775.00.
Net Amount – Paid Amount = Payable Amount
$775.00 – $829.25 = -$54.25
In this particular case, the Sales Tax became $0.00, decreasing the Net Amount from $829.25 to $775.00. Let’s see what happens when the corresponding Order is updated in QuickBooks.
In QuickBooks
QuickBooks adjusts the negative Payable Amount by converting it to the Amount to Credit in an Order.
Amount to Credit = Paid Amount in EZRentOut – Payable Amount in EZRentOut
Once the Order is updated in QuickBooks, the Amount to Credit syncs back to EZRentOut. This value shows up as the QuickBooks Unapplied Payment in your EZRentOut Order.
An About icon will appear next to the Paid Amount field to show the Original Net Amount. Hover over it to display the following message:
Original amount of $829.25 was updated via QuickBooks at 08/04/2019 05:20 to $775.00.
To reset the Original Amount, EZRentOut enables you to reapply the QuickBooks Unapplied payment. Hit the ‘Reapply’ button to add the Amount to Credit to your Order; this will result in a $0.00 Payable Amount.
Sales Tax isn’t showing up in my EZRentOut Order
The following only applies if you’ve synced your EZRentOut Account with QuickBooks.
The Sales Tax in your EZRentOut Orders is automatically synced from QuickBooks. If the Sales Tax becomes $0.00 in a QuickBooks Order, it shows up as $0.00 in the corresponding EZRentOut Order as well.
If you’ve already charged payment on this Order, the Net Amount will become less than the Paid Amount, resulting in a negative Payable Amount.
Net Amount – Paid Amount = Payable Amount
But this is a momentary glitch at QuickBooks’ end that reverses in a couple of minutes. Once it does, the Sales Tax will show up in your EZRentOut Order again, making the Payable Amount $0.00. If the negative Payable Amount doesn’t get fixed on its own, learn how to manually correct this.
Note: This will not work if you’ve recorded more than one payment on an EZRentOut Order.
How to sync negative Order Payment(s) with QuickBooks Online?
The overpaid Orders in EZRentOut cause major discrepancies in QuickBooks Online i.e. the additional amount is transferred to the Customer’s credit. This results in a change in Payment amounts in QuickBooks as well as EZRentOut.
For the same reason, such invoices in EZRentOut are not automatically synced with QuickBooks Online. However, a User can manually sync these invoices with QuickBooks Online. We’ll explain the process later in this article.
Say, you have an Order with a payable amount of $417.31. When Synced with QuickBooks Online, it shows an open Invoice of the same amount. See image below:
So when the Customer makes full payment for that same Order, it’s automatically synced with QuickBooks Online. See the image below:
However, there can be scenarios when a Customer updates the Order and the payable amount is less than the already paid amount. In such cases, you will see a negative payable amount in the Order details page. See image below:
As mentioned above, negative or overpaid invoices are not accepted in QuickBooks Online. Therefore, they are not automatically synced with QuickBooks Online as well. But you can manually sync these updated Invoices with QuickBooks Online.
Please note that manually syncing the negative or overpaid Invoices with QuickBooks Online can cause data discrepancies. Be sure if you want to proceed with this action.
Here’s how you can do it!
1. From the Order details page, click ‘Sync Invoice with QuickBooks’. This will pop up a warning message. Hit ‘Sync with QuickBooks’ to proceed and manually sync the updated Invoice with QuickBooks Online.
2. Go to your QuickBooks Online Account and see Customer Invoices.
3. Say the Customer made a payment of $417.31 for an Invoice and later updated the Order. Now the amount payable would be $238.46. The negative or overpaid amount, in this case, would be the remaining balance i.e. $173.85. When manually synced with QuickBooks Online, the negative or overpaid amount will show on the payment, not on the invoice. See image below:
What happens to the Negative or Overpaid Amount in QuickBooks Online?
The negative/overpaid amount of an Order will be added as a credit to your Customer details in QuickBooks Online. This, however, will cause data discrepancies.
Payments processed in QuickBooks are being automatically charged to the oldest invoice. How do I turn this off?
If a Customer in EZRentOut has multiple outstanding invoices and you charge payment to one of these, QuickBooks automatically applies the amount to the oldest outstanding invoice. This is a QuickBooks Automation feature but if you’d like to manually apply payments to your choice of invoices, here’s how to disable it.
From your QuickBooks account, go to Gear icon –> Account and Settings –> Advanced –> Pencil/Edit icon against Automation. Here, disable the Automatically apply credits checkbox and save the changes.
For more details, read the QuickBooks FAQ for turning off automated payments.
Some of my Orders aren’t syncing to QuickBooks Desktop because of an “Invalid Reference to Customer/Item in QuickBooks”. How to fix it?
When running the EZRentOut Sync application, some EZRentOut Orders might not sync to QuickBooks Desktop because of an “Invalid Reference” error. This happens because the associated EZRentOut Customers or items do not exist in QuickBooks.
To resolve,
- Identify Orders that were unable to sync by inspecting the Error Report. The Error Message column will help you discern whether the problem is associated with the Customer or the item.
- Use this key to head to the relevant Customer or Item Details Page in EZRentOut.
- Update the details page by making a small change to the description. We recommend adding in a blank space to the end of the Customer/item description and saving the change.
- Repeat step 3 for the relevant Order.
- Try the sync again from the EZRentOut Sync application by clicking on ‘Sync Now’.
How do I fix the “Duplicate Document Number Error” in EZRentOut?
If you are trying to sync an invoice from EZRentOut to QuickBooks Online, you might come across the following error:
This error occurs because midway the sync, your connection is lost. As a result of this, the invoice is created in QuickBooks but is not linked to EZRentOut yet. Another indicator of this error is the fact that the “QuickBooks Online Synced At” field on the Orders Detail page has no timestamp.
To solve this error, simply delete the invoice from QuickBooks and then sync again with a more stable connection.
When I update an Order by adding untaxed items to it, it doesn’t sync to QuickBooks. How to fix?
The user adds a taxed item in an Order and syncs them with QuickBooks. Then, after successful sync, the user removes the taxed items and adds untaxed items to the Order and tries to sync them with QuickBooks. This results in the following error:
The solution is to create a new Order specifically for the untaxed items and then sync them with QuickBooks.