Troubleshoot

Troubleshoot

Check here if you are looking for help with difficulties you are having with the QuickBooks Link.

General Export Problems
Check these troubleshooting tips for help when invoices and vouchers are not exporting.

First Things to Check
If you have an Invoice or Voucher that is not exporting, check these things first before checking the tips below, and make notes about what you find:

1. Go to the QBLink Utilities screen and check the Voucher Export, or Invoice Export Edit to see if your failed export item is listed there. If it is listed, then check to see what it says in the BatchID column. If it says "Failed", then clear that text out of the Batch ID Column and see the tips below. If it is not listed, then chances are you have an incomplete Address that is holding up the export.

2. Go to the QBLink Utilities screen and click the "ShowErrorLog" button to see if any errors are listed there.

3. Check the Invoice or Voucher itself and see if it still says "To Post" under the To Post button, or if it gives any indication to the problem.

Incomplete Addresses are a Common Problem
If a Voucher or Invoice that is flagged "To Post" is not exporting, make sure to check Customer or Vendor's General, Bill To and Ship To Address in the AddressBook, to make sure all fields are filled in correctly, including the Country field.

NonAlpha/Numeric Characters in Adddresses and Items Can be Problematic
If a Voucher or Invoice that is flagged "To Post" is not exporting, and you have checked that the Address records are complete. Check to see if the items on the lines for the export have any non-alpah/numeric characters in the Item Numbers. IN some cases, things like "#" signs and quotations, etc can be problematic. If this is the case, oftentimes, the BatchID field beneath the "To Post" button will indicate a problem with the item.

An Item is Not Exporting to QuickBooks
In some cases, you may see in the Error log that an Item was rejected or invalid. In this case, the QBLink may not be able to export the Item. A way to check this is to go to the Invoice or Voucher and jot down the Item Numbers in the Line ITems. Then go to your item list in QuickBooks and look for those items. If any are not listed, then add them in manually. Make sure to add them as items similar to the others in the QuickBooks list. For example, if your items are non-inventory, then make the new item non inventory. Make the item number the same as it is in BusinessMaster. Clear the failed export out from the QB Utilities screen and try to re-export and see if it takes it.

GLAccounts that are not matched between BusinessMaster and QuickBooks
If your QuickBooks export was working normally, and you changed and General Ledger information in BusinessMaster or QuickBooks, you may encounter export errors. If you know this may be the case, go to the main QBLink screen, and click te BMS-GL Setup button. Go through the GL list there and make sure each GL Account has a valid match in the QBItem ID Column. Make sure to click the menu arrow and see that the text in the field matches the text in the menu.

The Invoice is Missing the Shipping Method
This can cause exporting errors. Go back to the Order and set the Shipping Method.

Voucher Export Problems
Check this section for issues and resolutions specific to Voucher exporting.

QuickBooks Closing Date Password
If you have set a Closing Date password for your QuickBooks Company File, then you may have problems in certain circumstances exporting Vouchers. The problem will usually occur if you are trying to export Vouchers that have older Vendor Invoice Dates, where the Invoice Date is months ago from the Export Date. In this case, you may have Vouchers that appear to export successfully, with no errors in the error log, but when you check the Voucher Export Manager, it says "CommitFail" there for the specific Voucher. In this case, you need to clear the CommitFail entry, clear the password in QuickBooks, and then re-export the voucher. Remove the password in QuickBooks by logging in to your QuickBooks Company File in Single User/Admin mode, and then going to the Edit Menu. Click the Preferences link there and then click on the Accounting icon, and then click the Company Preferences tab. Click the Set Password button and clear out the Password there. Now re-export the Voucher:

Invoice Export Problems
Check this section for known issues and resolutions specific to Invoice exporting.