Fix common accounting problems

Start with the case, office, and record ID. A vendor name, amount, or check number may be shared by multiple records.

Problem	Check	Next action
An expense is absent from Ready to Pay	Funding is undecided, or a linked invoice is Draft/Sent	Review the original expense and invoice; select funding or complete the intended invoice workflow.
A new invoice/resolution has no approval	Workflow office, publish/On state, conditions, run history, reviewer access	Follow missing-review checks.
An approval says the record changed	Someone edited financial details after review	Reopen and review the latest version before approving.
A batch partly saved	Per-row outcomes	Correct only retained failures; search for saved records before retrying an uncertain result.
Accounting cannot find a case	Active office, role permissions, case and child-office scope	Give the administrator a known case ID to investigate.
Several bank accounts have the same label	Account IDs, masked numbers, historical links	Rename the intended account and retire obsolete selections; do not assume retirement merges records.
QuickBooks export reports missing mapping	Office accounts, payment route, vendor mapping, connected company	Complete the specific mapping and retry only after checking whether a transaction already exists.
No QuickBooks ID is displayed	Record was local-only, has not exported, or sync details failed to load	Inspect status and errors; do not assume an empty link means it is safe to pay again.
A refreshed check number stays blank	The linked QuickBooks payment has no nonblank reference	Confirm the correct company and transaction; enter/print through the appropriate QuickBooks workflow first.
Resolution allocations do not balance	Source receipt amount and all destinations	Correct the original allocation; do not log a second receipt to offset the mismatch.
Report has blank deposit dates	The source check has no deposit date	Correct source records from evidence, then run the report again.
A completed disbursement has not cleared	Status was recorded locally	Check payment evidence and bank reconciliation with accounting.

Escalate with useful details

Send your administrator or support the office, case ID, expense/check/resolution ID, action attempted, time, exact error, and workflow or QuickBooks transaction ID when present. Include a screenshot with unrelated client details hidden. Never include passwords, connection tokens, or full bank-account numbers. If payment may already have happened, stop repeating the payment action and inspect the existing records with accounting. Once the outcome is known, correct the source and retry only the incomplete step.

Start here

Matters

Clients and contacts

Personal injury

Case records

Documents and Library

Accounting

Automations

Ask Presolve

Tasks and calendar

Reports

Organization administration

Integrations

Practice workspaces

Escalate with useful details