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SOP: Shipping or Discount Fields Not Syncing to QuickBooks

Heidi Hatch avatar
Written by Heidi Hatch
Updated over 2 weeks ago

If invoices are syncing from Luminous to QuickBooks but certain fields—such as shipping, discounts, or tracking numbers—are missing, the issue is usually related to settings in QuickBooks. This guide outlines how to review and correct those settings so that all invoice fields sync properly.


1. Check the Invoice in Luminous

  1. Go to Sales > Invoices

  2. Open the relevant invoice by clicking the three dots () > View Invoice

  3. Confirm that the following fields are filled out in Luminous:

    • Discount

    • Shipping

    • Tracking Number

    • Net Total

    • Other

If these fields are populated in Luminous but missing in QuickBooks, continue with the steps below.


2. Review Settings in QuickBooks

  1. Open QuickBooks and locate the invoice that synced from Luminous

  2. Check whether expected fields (e.g. Shipping, Discount) appear

  3. If they’re missing, go to Settings > Account and Settings > Sales

  4. Under the Sales form content section, ensure that your desired fields are turned on and properly allowing flow of data into your QBO account.

  5. Click Save if you make any changes

⚠️ Note: If these fields are disabled, QuickBooks will not accept or display that data—even if Luminous sends it.


3. Re-Sync the Invoice

  1. Return to the invoice in Luminous

  2. Click More Actions > Resend to QuickBooks

  3. Check the invoice again in QuickBooks to confirm that all fields have synced


Common Questions

Why is shipping not syncing to QuickBooks?
QuickBooks may have the shipping field turned off in form settings.

Do invoices need to be re-sent after changing settings in QuickBooks?
Yes. After adjusting settings, re-send any affected invoices to ensure they sync fully.


Still need help?

If the issue continues after updating your QuickBooks settings and resending the invoice, please contact the Luminous support team for further assistance.

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