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.

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Your accounting tool is: Quickbooks

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.

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Your accounting tool is: Stripe

1.Your customer has unlinked deposit

Solution: This will be supported very soon. Stay tuned!

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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.

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