As a trial user, you may only sync up to 500 orders. This lock exists for several reasons:
- If you accidentally chose the wrong settings, QuickBooks is clean of several bad orders.
- Prevent the software from timing out. Our integrations allow us to pull so many orders at one time. If too many orders are pulled, the software gives up and keeps trying to pull the orders in an endless loop.
- The endless loop could cause the software to stop functioning for other users.
Disadvantages of Historical Orders
Syncing from the beginning of this month or last month is fine. If you need to sync from several months back, consider these issues:
- Inventory: As you create orders in QuickBooks, the inventory of the items goes down. If you import a thousand orders, you need to create an inventory adjustment for items in those orders.
- Reconciliation: All of these orders end up in the bank deposits area of QuickBooks. These orders need to be checked against a list of bank deposits, which could be tedious.
- Time: It could take a few hours to import all of the transactions. Our software sends orders to QuickBooks one by one.
We recommend contacting your CPA. Many of them will create an opening journal entry, which summarizes sales for the missing entries.
If you are sure you want to export historical orders, purchase a subscription and enable our pending transactions sync. This will enable syncing a larger date range at once. Note you can only sync thirty days at a time.