Sync Client Export Page Troubleshooting Tips€¦ · Correct Job Name format example 20-0510-F [Fire] Example 1 - screenshot . Sync Client – Export Page Troubleshooting Tips Revised

Sync Client – Export Page

Troubleshooting Tips

Revised 08/15/2020 1 | Page

Issue: Job cost displaying in Red

These are the main reasons job costs appear in Red

1. The Account/Item isn’t mapped to the Loss Type

2. The Job doesn’t match between Restoration Manager and QuickBooks

3. The mapped Account/Item was modified in QuickBooks

When a Job displays in Red below are a few troubleshooting tips.

1. Single click on the Job to display the details to the right.

2. Expand the Job column to see the entire Job ID

3. When the Description column displays Cost code not mapped and you’ve determined the issue isn’t with the format of

the Job, or any other reason. Expand the Account column to display the full Account description to ensure you’re

mapping the correct Account.

How to resolve - Account/Item not mapped to the Loss Type.

Example – Cost code not mapped

Recommendation – document all accounts and the Job Loss Type that are not mapped so you can address all the mapping

issues at once.

1. Cost Code Mapping tab

2. Click Refresh

3. Select the Cost Code/Item from the Cost Codes drop-down

4. Select the Type (RM Loss Type) from the drop-down

5. Select the Cost Type (RM Cost Type) from the drop-down

6. Click the Add Map

7. Sync tab → Export Cost Data




Job doesn’t match between Restoration Manager and QuickBooks

Why this happens:

a. Someone manually added the Job into QuickBooks

b. The Job was already in QuickBooks before using the Sync Client

Example 1 – The Loss Type description in square brackets is missing at the end of the Job Name.

Example 2 – The Loss Type description isn’t ending with a square bracket.

Example 3 – No Job ID or Loss Type

Correct Job Name format example 20-0510-F [Fire]

Example 1 - screenshot




Example 2 - screenshot

Example 3 – Screenshot

How to fix the Job Name in QuickBooks

1. From the Job in QuickBooks, select Edit




2. In the Job Name field correct the format issue, Click OK


Example of the correct Job Name in QuickBooks and the Export Page, Description no longer displays Cost code not mapped.

Explanation regarding modifying Accounts/Items in QuickBooks

The first three screenshots are displaying COA 54500 - Job Expenses: Subcontractors setup in QuickBooks, mapped in the

Sync Client and the costs can export.




QuickBooks – COA 54500 - Job Expenses: Subcontractors

Sync Client – 54500 - Job Expenses: Subcontractors Mapped

Sync Client Export Page - Job Expenses: Subcontractors costs can export




QuickBooks - COA 54500, Account Name is modified from Subcontractors to Subcontractor - Labor

QuickBooks – Modified COA 54500 - Job Expenses: Subcontractor - Labor

Sync Client Export Page - Job Expenses: Subcontractor – Labor displays in Red Description Cost code not mapped).




Mapping this account would display the following pop-up; This Cost Code has already been mapped. Because account

number 54500 was mapped previously but the Account description at that time was Job Expenses: Subcontractors, since the

account name was modified all previous mapping is now broke.

How to resolve


2. Mappings locate the Loss Type mapped to that account

3. Delete Map




Re-map the modified account


2. Click Refresh

3. Select the Cost Code/Item from the Cost Codes drop-down

4. Select the Type (RM Loss Type) from the drop-down

5. Select the Cost Type (RM Cost Type) from the drop-down

6. Click the Add Map


Sync Client Export Page - Job Expenses: Subcontractor – Labor costs can export

Documents

Sync Client Export Page Troubleshooting Tips€¦ · Correct Job Name format example 20-0510-F [Fire] Example 1 - screenshot . Sync Client – Export Page Troubleshooting Tips Revised