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Finale Inventory to QuickBooks Online sync - Enable date filter configuration

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Joe Wasko
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Finale Inventory's QuickBooks Online integration with your QuickBooks account will be controlled by an Enable date filter and sync period.  The Enable Date (formerly known as Filter Start Date in the UI)

If specified, the transaction filter date limits the transactions that will be pushed from Finale Inventory to QuickBooks Online as follows:

  • Posted transactions are created in QuickBooks Online if the record date of the Finale Inventory transaction is on or after the Enable date
  • Pending and canceled transactions are deleted from QuickBooks Online if they were previously pushed by Finale Inventory and they are canceled on or after this date in Finale Inventory

This filter is useful when QuickBooks Online has closed accounting periods you do not want to affect.

If you leave this date blank or empty, Finale Inventory will sync all transactions in your Finale Inventory account.
If you set this Enable date and sync transactions into your QuickBooks Online account, and later you change this Enable date to a different date that is earlier in time of date from before the initial setting, Finale Inventory will go back and sync the new transactions with a Record date on or after this new date.
If you set this Enable date and sync transactions into your QuickBooks Online account, and you later change this Enable date to a date later in time or into the future, Finale Inventory will not remove any transactions from your QuickBooks. They will stay there.
If you set this Enable date to a time in the future, Finale Inventory will not sync any information into or From QuickBooks until that date is on or after the value you set for the Enable date.
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How it works:

  • If the Sync Period is set to any value other than "from the enable date":
    A dynamic date is calculated based on the selected option.

    • If the Enable Date is not set, only transactions with record_date greater than or equal to the calculated date will be synced.

    • Example: If the sync period is "beginning of the previous month" and the Enable Date is empty, only transactions with record_date >= 2025-03-01 will be synced.

  • If both Sync Period and Enable Date are set:
    The sync task uses the most recent (maximum) of the two dates.

    • Example: If the Sync Period is "beginning of the previous month" and the Enable Date is 2025-03-15, only transactions with record_date >= 2025-03-15 will be synced.

  • If the Sync Period is set to "from the enable date":
    Only the Enable Date is used to determine the filter start date.

    • This replicates the previous behavior in production.

    • If the Enable Date is empty, all transactions will be considered for syncing.

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