Quickbooks sync errors

QuickBooks Sync Errors

Article Contents:

This article provides detailed solutions for resolving QuickBooks synchronization errors. It outlines common issues encountered when interfacing with QuickBooks and offers step-by-step guidance to troubleshoot and correct these errors effectively.

Step by Step:

Step 1: Transaction Split Line Error to A/P.
Summary: Users receive an error stating "Transaction split line to A/P must include a vendor on that split line" when trying to voucher receiving's in QuickBooks.

Cause: This error occurs when the Accounts Payable (A/P) account in QuickBooks is not correctly defined.
Solution: Ensure the A/P account in QuickBooks is set to a "Type" of "Other Current Liability" instead of "Accounts Payable."

Step 2: Invalid Transaction Error.
Summary: The error "Can't Record Invalid Transaction" occurs during the vouchering process in QuickBooks.

Cause: Problems with the setup of Accounts Payable, Receiving's Accrual accounts in QuickBooks, or incorrect vendor information in the IIF file can trigger this error.
Solution: Verify that vendors in the IIF file are listed in QuickBooks' Vendor List. Check the Receiving's Accrual account and A/P account settings in QuickBooks as described for accurate setup.

Step 3: QuickBooks Direct Interface Connection Issue.
Summary: The "Could Not Start QuickBooks" error message appears when testing the QuickBooks Direct Interface connection.

Cause: Typically, this indicates an issue with the System data path setup.
Solution: The System data path should direct to the QuickBooks directory, and the QuickBooks database (.QBW file) must be correctly entered in the Database or ODBC name field, including the file extension.**

Step 4: QuickBooks Company Datafile Error.
Summary: Error "QuickBooks company datafile is already opened and is different from the one requested" occurs when interfacing with QuickBooks.

Cause: QuickBooks is already in use with a different company file open.
Solution: Close all QuickBooks instances and retry the operation.

Step 6: Modifying Transactions Before Closing Date.

Change the Closing Date: Adjust the closing date in QuickBooks to after the date of the transaction causing the issue.
Remove Password Restrictions: Temporarily remove closing date password restrictions, perform necessary transactions, and reapply the password.
Change Transaction Period: For Projector transactions, change the accounting period to an open period in QuickBooks if feasible.

Step 7: Duplicate Document Number.
Summary: Error "Duplicate Document Number." occurs when attempting to sync Club Caddie with QuickBooks Online.
Solution: Please CLICK HERE for a step by step guide.

Note: For more details please refer QB Knowledge Base. Please find the below link for the same.



For further assistance, please refer to the QuickBooks Knowledge Base or the provided links. If issues persist, contact the ClubCaddie support team.

    • Related Articles

    • Establishing A Sync to QuickBooks Desktop (Video 4:11)

      Step 1: Ensure QuickBooks desktop is installed on the pc that you will be syncing from. Step 2: Create a company in QuickBooks or utilize an existing company. Step 3: Create a chart of accounts for the referenced company. Step 4: Import the chart of ...
    • Importing Chart of Accounts from Quickbooks Desktop

      Article Contents : How to Import your Chart of Accounts from Quickbooks Desktop? Step-By-Step : Step 1: Click on the gear wheel icon (settings icon) in the top right corner of Club Caddie. Step 2: From the left hand menu, select Quickbooks ...
    • Setting up Cost of Goods (COGS) in Club Caddie and Quickbooks

      Article Contents: This guide details how to sync Quickbooks vendors with Club Caddie and enabling COGS journal entries. It also includes steps on setting up inventory items with associated vendors and item costs in Club Caddie. 1. Set up Inventory ...
    • QuickBooks Desktop Sync Error - "Duplicate Document Number"

      Article Content:This portion summarizes how to resolve the QuickBooks Sync Error, "Duplicate Document Number". Step By Step Guide: Step 1: Open your QuickBooks Online and navigate to Settings > Account and Settings > Sales. Step 2: Check the 'Custom ...
    • Setting- Club Type Voucher Creation

      Article Contents: This article contains step-by-step instructions on how to create custom voucher types and map the vouchers to your chart of accounts. Step-by-step: Step 1: Click on the Gear Wheel icon in the top-right corner of the screen to access ...