If you discover an invoice amount differs between QuickBooks and FieldEdge...
A negative line item (i.e. Discount Type items) may have been added to the invoice and it is set to be taxable. Discount Types can not be taxable.
In this situation, the order it appears in on the Invoice makes a difference. Make the following changes in FieldEdge to fix the issue:
1. Move all Taxable Items above the negative line item.
2. Move all Non-Taxable Items below the negative line item.
3. Save the Invoice and leave the status Unchanged.
- Saving the Invoice will update the Invoice in QuickBooks and the taxes will now match.