If you’re seeing this indicator in your customer list, it means that the customer in question is off balance. This article lists common reasons why this can happen and provides solutions to help you correct the issue.
1.Your customer has unlinked journal entries
Due to limitations of the QuickBooks API, Upflow does not currently support unlinked journal entries.
Solution: You need to link the journal entries within Quickbooks. Here's an article on how to do this.
2.Your customer has unlinked deposits
Due to limitations of the QuickBooks API, Upflow does not currently support unlinked deposits.
Solution: You need to link these deposits within Quickbooks. Here's an article on how to do this.
3.Payments are entered with a future date
Upflow does not currently import payments that lie in the future. We consider invoices that have linked payments in the future as unpaid and as such subject to reminders. Once the payment date in question is reached, the invoice will automatically be marked as paid.
Solution: Pause collections for the customer in question until the expected payment date.
If you’ve checked the above and are unable to identify the root cause of the balance issue, please contact [email protected], we’d be happy to help.