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.
Solutions:
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.
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.
Solutions:
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.
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.
https://counterpoint.knowledgebase.co/article-560.html
https://help.projectorpsa.com/display/docs/Status+Code+3171+-+An+attempt+was+made+to+modify+on+or+before+the+closing+date+of+the+company
For further assistance, please refer to the
QuickBooks Knowledge Base or the provided links. If issues persist, contact the
ClubCaddie support team.
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