Intégration QuickBooks (Expert) : gérer les problèmes de synchronisation
Cette page est destinée aux utilisateurs de TaxDome Pro uniquement. Mise à niveau à tout moment ! *ce plan tarifaire n'est pas disponible en Europe
Couvert ici :
- Types de problèmes de synchronisation
- Comment résoudre les problèmes courants liés aux factures, aux paiements, aux remboursements, aux dépenses et aux services
- Common Errors & Fixes
Nous essayons de fournir une synchronisation fluide entre TaxDome et QuickBooks. Cependant, parfois, des problèmes de synchronisation se produisent. Le patron d'entreprise et les administrateurs reçoivent toujours des notifications sur les erreurs de synchronisation QuickBooks et peuvent les corriger.
Sync issues types, explained
Si vous recevez un message d'erreur, jetez un oeil aux causes possibles, afin de les corriger :
- Les données du compte TaxDome ne correspondent pas aux données sur QuickBooks.
- Synchronisation de QuickBooks avec TaxDome a été désactivé sur QuickBooks.
- Vous avez modifié/supprimé une entrée QuickBooks précédemment synchronisée avec TaxDome .
Pour examiner et gérer les problèmes de synchronisation, cliquez sur la bannière orange en haut ou allez dans les Paramètres TaxDome dans la barre latérale gauche, sélectionnez Intégrations dans la barre de menus, allez dans QuickBooks, puis consultez la section Erreurs QuickBooks.
Les erreurs:
- Client: These are errors caused by TaxDome and QuickBooks client data not matching.
- Factures : il s'agit d'erreurs causées par TaxDome Les données des factures et des factures QuickBooks ne correspondent pas. Par exemple, si vous avez modifié manuellement un TaxDome numéro de facture , vous devrez peut-être dupliquer le numéro de facture dans QuickBooks.
- Paiements : Il s'agit d'erreurs causées par TaxDome et les données QuickBooks Payments ne correspondent pas.
- Remboursements : il s'agit d'erreurs causées par TaxDome et les données de remboursement QuickBooks ne correspondent pas.
- Dépenses : il s'agit d'erreurs causées par la non-correspondance des données de frais de traitement des paiements sur Stripe et des dépenses sur QuickBooks.
- Services : il s'agit d'erreurs causées par TaxDome et les données sur les produits/services de QuickBooks ne correspondent pas.
Comment résoudre les problèmes courants liés aux factures, aux paiements, aux remboursements, aux dépenses et aux services
You have the following options to try to fix errors with Invoices, Payments, Refunds, Expenses, and Services in the QuickBooks Integrations tab:
- Resync: Try syncing the entries again. You may want to do this after you’ve made changes to your QuickBooks data. If the sync is unsuccessful, the issue will still be visible in the list.
- Skip: Don’t try to sync a third time. If you do, you won’t be notified about the issue.
- Delete: This option is available for Services only. By selecting it, you delete the failing services from TaxDome. Then, you can fix it by 1) editing the Service income account, 2) creating a new Service, and syncing it with QuickBooks.
Common errors & fixes
Here, we've compiled a table featuring the most common QuickBooks error messages and their corresponding solutions:
| Item no. | Error message | Issue type | Description | How to resolve |
|---|---|---|---|---|
| 1 | Can't find an exact match for *Account name* in your QuickBooks account | Client | There are no customers matching the required account name in your QuickBooks account | Create or edit the existing QuickBooks account to meet the requirement of exact account name matching. |
| 2 | Duplicate Name Exists Error: The name supplied already exists. : | Client | Payment method in QuickBooks is selected incorrectly. For payment method CREDIT CARD, type: CREDIT_CARD should be selected instead of type: NON_CREDIT_CARD | Edit and save payment method in QuickBooks. Log in to TaxDome as the Firm owner and resync the sync errors on the QuickBooks Integrations tab. |
| 3 | Invalid Customer: The customer you have specified has been deleted. You cannot create or edit a transaction with a deleted customer. | Client | The encountered error arises when an account has been removed from QuickBooks. | Skip the error on the QuickBooks subtab of the Integrations tab. |
| 4 | Duplicate Document Number Error: Duplicate Document Number Error : You must specify a different number. This number has already been used. DocNumber=1781 is assigned to TxnType=Invoice with TxnId=3188 | Payments/Invoices | An issue has arisen where invoice numbers are being generated independently in TaxDome and QuickBooks, leading to a discrepancy between the two systems. This error indicates that, at some stage, the invoice numbers have overlapped, resulting in conflicting numbering sequences. | To avoid automatic number sequencing conflicts between TaxDome and QuickBooks, you can:
|
| 5 | Invalid Reference Id: Invalid Reference Id : Line.SalesItemLineDetail.ItemRef | Payments/Invoices | Client assigned to this transaction has been deleted. | Skip the error on the QuickBooks Integrations tab. |
| 6 | A business validation error has occurred while processing your request: Business Validation Error: The Amount Received (plus credits) can't be less than the selected charges. Also, the selected charges can't be less than the selected credits. | Payments/Invoices | This error occurs when a vendor credit is applied to the Invoice in TaxDome, and that application is trying to sync to QuickBooks Online, but the open balance of the Invoice in QuickBooks Online is less than the credit amount applied. | If the invoice is already marked as paid in QuickBooks Online, research payments in both QuickBooks Online and TaxDome to ensure they match. If necessary, void the payment and/or remove the credits in QuickBooks Online. |
| 7 | Invalid account type used: Invalid account type: Check your account details before you continue. You may need to select a different type of account for your transaction. | Expenses | Wrong account is selected in the Expenses settings in QuickBooks. | To fix the issue, check the account in QuickBooks where expenses are created. In TaxDome settings, select the same account, and click Resync under the three dots to the far right of the error on the QuickBooks Integrations tab. These steps will synchronize the account settings and resolve the problem. Link to the QuickBooks knowledge base. |
| 8 | Please specify the income account | Services | Income account is not specified. | Please specify the service income account in the QuickBooks subtab of the Integrations tab in your Settings |
| 9 | Invalid account type used: Invalid account type: You can't associate a product or service with accounts of certain types (such as Accounts Receivable and Accounts Payable). | Services | This error occurs when an item is attempting to sync from TaxDome to QuickBooks Online, but the account associated with the provided service isn't the correct account type. | In TaxDome, edit the provided service to the correct account type, and sync again. If the product or service is something you sell, choose an Income account; if it's something you purchase, choose an Expense account. Learn more here. |
| 10 | String length is either shorter or longer than supported by specification: String length specified does not match the supported length. Min:0 Max:100 supported. Supplied length:110 | Services | This error occurs when an item is attempting to sync from TaxDome to QuickBooks Online, but the account associated with the provided service isn't the correct account type. | In TaxDome, edit the provided service to the correct account type, and sync again. If the product or service is something you sell, choose an Income account; if it's something you purchase, choose an Expense account. Learn more here. |