⚠️ Known Issue: Zero-Dollar Invoices with Down Payments Fail to Sync to QuickBooks via Wise-Sync
Overview
If you’re using down payments or prepaid agreements in ConnectWise PSA—common in project billing or retainer models—you may encounter a frustrating sync issue: zero-dollar invoices fail to sync to QuickBooks when processed through Wise-Sync.
What’s Causing the Issue?
This problem specifically arises when a down payment is applied to an invoice that includes sales tax, and you override the down payment amount to also cover the tax. While this results in a $0.00 total, it creates a behind-the-scenes conflict during sync.
Here’s what’s happening:
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Adjusting the down payment to cover sales tax results in a negative Subtotal.
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The Sales Tax amount brings the invoice Total to $0.00—which appears correct on the surface.
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However, Wise-Sync validates the Subtotal instead of the Total, and it throws an error when it detects a negative Subtotal—even though the Total is zero.
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The result? The invoice is blocked from syncing, even though it’s technically balanced.
Workaround
At this time, the only supported workaround is to exclude Sales Tax from the down payment amount.
However, doing so causes the system to generate an invoice only for the Sales Tax, which can be confusing to clients who believe they’ve already paid in full.
Final Thoughts
ConnectWise is aware of this behavior, but no official fix or ETA has been announced.
If this issue is impacting your accounting workflows, we recommend:
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Submitting a support ticket to report the issue and help raise visibility.
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Requesting to be notified when the issue is resolved—doing so helps bring more attention to the bug through community demand.
➡️ Click here to follow ISSUE-7509 – Cannot sync zero-dollar invoices with down payment applied
We’ll keep this article updated as progress is made. In the meantime, proceed carefully with down payments and invoice syncing—and consider adjusting your process flow to avoid silent data gaps.
