Last Updated: March 15 2024

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Accounting Link Troubleshooting

Overview

Click your accounting package to view a list of error messages that may appear when using the accounting link.

MYOB AccountRight Live

Issues and Solutions
Issue Customers that already exist in MYOB are appearing in the Transfer tab in Simpro Premium and when they are transferred they create a duplicate of the customer. Cause Contact IDs (also referred to as Card IDs) on your MYOB Contacts must be blank before importing them as customers in Simpro Premium. When customers are imported into Simpro Premium, they are created with a Simpro Premium-specific Customer ID. The first time you transfer using the accounting link, any MYOB contacts that have a blank Contact ID are automatically updated with the Customer ID from Simpro Premium. The accounting link uses the Simpro Premium Customer ID and the MYOB Contact ID to determine if a customer from Simpro Premium exists in MYOB. If the Contact IDs are not blank, the accounting link will not recognise the customer in Simpro Premium as existing in MYOB and you will be prompted to transfer the customer to MYOB, which creates a duplicate. Solution In order for the accounting link to recognise that the customer already exists in MYOB, the contact record in MYOB must have its Contact ID (also known as a Card ID) match the Simpro Premium Customer ID, including the CLI Prefix. To get a list of your Simpro Premium Customer IDs including the CLI Prefix, in Simpro Premium: Go to Utilities > Export > Customers. Under More Options, select Include CLI Prefix. Click Export > Download. Open the customer export CSV file. The Customer IDs including the CLI Prefix are listed in the Customer ID column. To update your Contact IDs in MYOB manually, go to Contacts > All contacts. Open the customer and copy the Customer ID from the customer export CSV into the Contact ID. Alternatively, if you want to update your MYOB Contact IDs in bulk: Use MYOB Help to download a contact import Sample File. Copy the customer details, including their names, from the Simpro Premium export file into the MYOB Sample File. Copy the Customer ID from the Simpro Premium file into the Card ID column in the MYOB Sample File. Go to Contacts > All contacts > Import contacts and import the Sample File into MYOB.
Message This MYOB Product is not supported Cause The MYOB account being connected is not a supported version. Simpro Premium integrates with MYOB AccountRight Live and the latest version of MYOB Essentials with the URL ‘app.myob.com …’ Solution Contact MYOB to discuss updating your product.
Message There seems to be a problem with the MYOB desktop API service. Cause The connection token may be expired. Solution Disconnect from MYOB and clear the browser cache. Then reconnect to your MYOB account via Utilities > MYOB and attempt the transaction again.
Message Duplicate record found. Cause The transaction already exists in your accounting package. Solution Mark the transactions as exported. Learn more in Mark transactions as exported.
Message The Account "xxxxxx" doesn't exist. Cause The account in Simpro Premium does not match with the account name in the accounting package. Solution Check that the account is exists in accounting package and the spelling is correct, including spaces.
Message "Customer" is not found. "Supplier" is not found. "Contractor" is not found. Cause The QuickBooks Online accounting link cannot find the corresponding customer / supplier / contractor. Solution Ensure that the name in QuickBooks Online is matches the name in Simpro Premium exactly. This includes spaces.
Message Account "x-xxxx" specified for "xx-ss [Equipment and Materials]" is invalid. It either does not exist or is not active in MYOB. Cause Account numbers in Simpro Premium do not match the account numbers in MYOB. Solution Check the account numbers associated with that transaction cost centre. Make sure that the account code is valid in MYOB. Make sure there are no spaces at the start of the Income / Expense account in Simpro Premium. Learn more in How to Set Up Financial Defaults.
Message Error response from MYOB:[Code: 5001] PaymentMethodNotFound Cause Payment methods do not match between Simpro Premium and MYOB. Solution Check the default payment method for that card file, and make sure the payment methods match between Simpro Premium and MYOB. Learn more in How to Use Payment Methods.
Message Error response from MYOB: [Code: 50] Error converting value False to type "System.Guid".Path "Lines[0].Purchase.UID", line 1, position 214. Cause MYOB cannot find the supplier invoice that corresponds to this credit. Solution If the supplier invoice does not exist in MYOB, transfer the invoice and then apply the credit manually in MYOB. If the supplier invoice is already in MYOB, check that the invoice number is the same in both MYOB and Simpro Premium.
Message Error response from MYOB: [Code: 4623] or [Code: 4624] ReceivePaymentEvent_ LineSaleEventDoesNot BelongToCardLines: ReceivePaymentEvent) Cause There may be duplicates of customers in MYOB (one active & one inactive) or there is a duplicate invoice number. Solution Check MYOB for duplicate customers (including inactive) and remove the card that is not applicable. Or, search for the duplicate invoice number and delete the unnecessary one.
Message Error response from MYOB: [Code: 4236] BusinessLine_AccountRequired AccountId:(PurchaseEventFreightLine) Cause There is no linked account for freight on purchases set up in MYOB. Solution In MYOB, go to Setup > Linked Accounts > Purchases, select I pay freight on purchases and enter the freight account in the linked account field.
Message Error response from MYOB: [Code: 4252] TaxTransactionComponent_ Postable AccountRequired Component:(TaxTransaction) Cause A tax rate does not have the linked account either for Tax Collected or Tax Paid in MYOB. Solution Alternatively, the wrong tax code is set up somewhere else in the system. To check tax rates in MYOB, go to Lists > Tax Codes / GST Codes > Select Tax Rate. To check the freight tax code, go to Setup > Company Preferences > Sales / Purchases > Terms.
Message Error response from MYOB: [Code: 4239] BusinessLine_AccountHeaderNot Allowed AccountId:(PurchaseEventLine) Error response from MYOB: [Code: 4240] BusinessLine_AccountHeaderNot Allowed AccountId:(SaleEventLine) Error response from MYOB: [Code: 4241] BusinessLine_AccountPostable AccountId:(SaleEventLine)" Cause The account number for the transaction is a header account. Transactions can only be posted to detail accounts. Solution Make sure the account number refers to a detail account.
Message Error response from MYOB: [Code: 4226] BusinessEvent_CategoryRequired CategoryId:(PurchaseEvent) Cause MYOB is expecting an accounting category when there is none against the transaction. Solution Make sure an accounting category is selected against the transaction, or disable category tracking in MYOB.
Message Error response from MYOB: [Code: 50] Error converting value {null} to type "System.Guid".Path "FreightTaxCode.UID", line 1, position 947 Cause A tax code on a supplier invoice is missing from the freight tax codes in MYOB. Solution In MYOB, go to Setup > Linked Accounts > Purchases Accounts. Click Terms and you can set the default tax codes for both the purchase and freight.
Message [Code: 180] Maximum allowed characters for EventId is 8 EventId Cause MYOB AccountRight Live has a limit of eight characters for the purchase order number field. Solution Open the purchase order and adjust the Order Number to eight characters or less.
Message <b>Error response from MYOB:</b> [Code: 1010] CommonRules_RegularExpressionMatch AccountNumber:(BankingDetailsVO) Cause A special character has been entered into the Supplier Banking details, MYOB only allows for numeric characters to be included in the account details. Solution Remove any special characters included in the Supplier Banking Account details.

Issues and Solutions

Issue

Customers that already exist in MYOB are appearing in the Transfer tab in Simpro Premium and when they are transferred they create a duplicate of the customer.

Cause

Contact IDs (also referred to as Card IDs) on your MYOB Contacts must be blank before importing them as customers in Simpro Premium. When customers are imported into Simpro Premium, they are created with a Simpro Premium-specific Customer ID. The first time you transfer using the accounting link, any MYOB contacts that have a blank Contact ID are automatically updated with the Customer ID from Simpro Premium. The accounting link uses the Simpro Premium Customer ID and the MYOB Contact ID to determine if a customer from Simpro Premium exists in MYOB. If the Contact IDs are not blank, the accounting link will not recognise the customer in Simpro Premium as existing in MYOB and you will be prompted to transfer the customer to MYOB, which creates a duplicate.

Solution

In order for the accounting link to recognise that the customer already exists in MYOB, the contact record in MYOB must have its Contact ID (also known as a Card ID) match the Simpro Premium Customer ID, including the CLI Prefix.

To get a list of your Simpro Premium Customer IDs including the CLI Prefix, in Simpro Premium:

Go to Utilities > Export > Customers.
Under More Options, select Include CLI Prefix.
Click Export > Download.
Open the customer export CSV file. The Customer IDs including the CLI Prefix are listed in the Customer ID column.

To update your Contact IDs in MYOB manually, go to Contacts > All contacts. Open the customer and copy the Customer ID from the customer export CSV into the Contact ID.

Alternatively, if you want to update your MYOB Contact IDs in bulk:

Use MYOB Help to download a contact import Sample File.
Copy the customer details, including their names, from the Simpro Premium export file into the MYOB Sample File.
Copy the Customer ID from the Simpro Premium file into the Card ID column in the MYOB Sample File.
Go to Contacts > All contacts > Import contacts and import the Sample File into MYOB.

Message

This MYOB Product is not supported

Cause

The MYOB account being connected is not a supported version. Simpro Premium integrates with MYOB AccountRight Live and the latest version of MYOB Essentials with the URL ‘app.myob.com …’

Solution

Contact MYOB to discuss updating your product.

Message

There seems to be a problem with the MYOB desktop API service.

Cause

The connection token may be expired.

Solution

Disconnect from MYOB and clear the browser cache. Then reconnect to your MYOB account via Utilities > MYOB and attempt the transaction again.

Message

Duplicate record found.

Cause

The transaction already exists in your accounting package.

Solution

Mark the transactions as exported. Learn more in Mark transactions as exported.

Message

The Account "xxxxxx" doesn't exist.

Cause

The account in Simpro Premium does not match with the account name in the accounting package.

Solution

Check that the account is exists in accounting package and the spelling is correct, including spaces.

Message

"Customer" is not found.

"Supplier" is not found.

"Contractor" is not found.

Cause

The QuickBooks Online accounting link cannot find the corresponding customer / supplier / contractor.

Solution

Ensure that the name in QuickBooks Online is matches the name in Simpro Premium exactly. This includes spaces.

Message

Account "x-xxxx" specified for "xx-ss [Equipment and Materials]" is invalid. It either does not exist or is not active in MYOB.

Cause

Account numbers in Simpro Premium do not match the account numbers in MYOB.

Solution

Check the account numbers associated with that transaction cost centre. Make sure that the account code is valid in MYOB.

Make sure there are no spaces at the start of the Income / Expense account in Simpro Premium. Learn more in How to Set Up Financial Defaults.

Message

Error response from MYOB:[Code: 5001] PaymentMethodNotFound

Cause

Payment methods do not match between Simpro Premium and MYOB.

Solution

Check the default payment method for that card file, and make sure the payment methods match between Simpro Premium and MYOB. Learn more in How to Use Payment Methods.

Message

Error response from MYOB: [Code: 50]

Error converting value False to type "System.Guid".Path "Lines[0].Purchase.UID", line 1, position 214.

Cause

MYOB cannot find the supplier invoice that corresponds to this credit.

Solution

If the supplier invoice does not exist in MYOB, transfer the invoice and then apply the credit manually in MYOB.

If the supplier invoice is already in MYOB, check that the invoice number is the same in both MYOB and Simpro Premium.

Message

Error response from MYOB: [Code: 4623] or [Code: 4624] ReceivePaymentEvent_ LineSaleEventDoesNot

BelongToCardLines: ReceivePaymentEvent)

Cause

There may be duplicates of customers in MYOB (one active & one inactive) or there is a duplicate invoice number.

Solution

Check MYOB for duplicate customers (including inactive) and remove the card that is not applicable.

Or, search for the duplicate invoice number and delete the unnecessary one.

Message

Error response from MYOB: [Code: 4236] BusinessLine_AccountRequired AccountId:(PurchaseEventFreightLine)

Cause

There is no linked account for freight on purchases set up in MYOB.

Solution

In MYOB, go to Setup > Linked Accounts > Purchases, select I pay freight on purchases and enter the freight account in the linked account field.

Message

Error response from MYOB: [Code: 4252] TaxTransactionComponent_ Postable

AccountRequired Component:(TaxTransaction)

Cause

A tax rate does not have the linked account either for Tax Collected or Tax Paid in MYOB.

Solution

Alternatively, the wrong tax code is set up somewhere else in the system.

To check tax rates in MYOB, go to Lists > Tax Codes / GST Codes > Select Tax Rate.

To check the freight tax code, go to Setup > Company Preferences > Sales / Purchases > Terms.

Message

Error response from MYOB: [Code: 4239] BusinessLine_AccountHeaderNot Allowed AccountId:(PurchaseEventLine)

Error response from MYOB: [Code: 4240] BusinessLine_AccountHeaderNot Allowed AccountId:(SaleEventLine)

Error response from MYOB: [Code: 4241] BusinessLine_AccountPostable AccountId:(SaleEventLine)"

Cause

The account number for the transaction is a header account. Transactions can only be posted to detail accounts.

Solution

Make sure the account number refers to a detail account.

Message

Error response from MYOB: [Code: 4226] BusinessEvent_CategoryRequired
CategoryId:(PurchaseEvent)

Cause

MYOB is expecting an accounting category when there is none against the transaction.

Solution

Make sure an accounting category is selected against the transaction, or disable category tracking in MYOB.

Message

Error response from MYOB: [Code: 50] Error converting value {null} to type "System.Guid".Path "FreightTaxCode.UID", line 1, position 947

Cause

A tax code on a supplier invoice is missing from the freight tax codes in MYOB.

Solution

In MYOB, go to Setup > Linked Accounts > Purchases Accounts.

Click Terms and you can set the default tax codes for both the purchase and freight.

Message

[Code: 180] Maximum allowed characters for EventId is 8 EventId

Cause

MYOB AccountRight Live has a limit of eight characters for the purchase order number field.

Solution

Open the purchase order and adjust the Order Number to eight characters or less.

Message

<b>Error response from MYOB:</b>

[Code: 1010] CommonRules_RegularExpressionMatch AccountNumber:(BankingDetailsVO)

Cause

A special character has been entered into the Supplier Banking details, MYOB only allows for numeric characters to be included in the account details.

Solution

Remove any special characters included in the Supplier Banking Account details.

QuickBooks Online

Issues and Solutions
Message Duplicate record found Cause The transaction already exists in your accounting package. Solution Mark the transactions as exported. Learn more in Mark transactions as exported in Simpro Premium.
Message The Account "xxxxxx" doesn't exist. Cause The account in Simpro Premium does not match with the account name in the accounting package. Solution Check that the account is exists in accounting package and the spelling is correct, including spaces.
Message "Customer" is not found. "Supplier" is not found. "Contractor" is not found. Cause The QuickBooks Online accounting link cannot find the corresponding customer / supplier / contractor. Solution Ensure that the name in QuickBooks Online is matches the name in Simpro Premium exactly. This includes spaces.
Message The string "xxx xxx xxx xxx" in the field "Addr1" is too long. Cause The "Addr1" field is the customer name. In QuickBooks Online, this field is limited to 42 characters, including spaces. Solution Shorten the customer name to 42 characters or less.
Message There is an invalid reference to QuickBooks Customer "xxx xxx" in the invoice. QuickBooks Online error message: 'Invalid argument. The specified record does not exist in the list. Cause The customer does not exist in QuickBooks Online, or the customer name does not match the customer name in Simpro Premium. Solution Ensure the customer has the correct name in both Simpro Premium and QuickBooks Online, or post the customer across if it does not exist.
Message A business validation error has occurred while processing your request :: Business Validation Error: Unexpected Internal Error.(-37100) Cause Tax codes have been set up incorrectly. Solution Make sure you have separate tax codes for sales and purchases in Simpro Premium. Learn more in How to Use Tax Codes.
Message The application has already been subscribed to by another user for this company. Cause Another user has already connected to Simpro Premium from the same QuickBooks Online company. Solution The other user needs to log in to My Apps and click Disconnect under the Simpro Premium app.
Message Mismatch between the Simpro Premium cost centre Income account (xxxx) and QuickBooks Online service item Income account (xxx) Cause The Income account for the service item does not match the Income account in the Simpro Premium cost centre. Solution Check the Income account of the service item in QuickBooks Online to make sure it matches that of the applicable cost centre in Simpro Premium.
Message Error Code: app_already_purchased Cause Another user has already connected to Simpro Premium from the same QuickBooks Online company. Solution Get the other user to log in to My Apps and click Disconnect under the Simpro Premium app.
Message Error: Invalid account type used :: Invalid account type: You cannot use this account to create items as the account is used by the system to track the tax amount. Solution Check the QuickBooks Online product does not have a category against it.
Message message=ApplicationAuthenticationFailed; errorCode=003200; statusCode=401 :: Cause Failure to connect to QuickBooks Online. Solution Disconnect the accounting link and log back in on the Connection tab.
Message The account ''XXXXXXX'' is not a valid account type for this transaction. Actual Value: [Accounts Receivable] vs [Bank] Cause Incorrect A/R and / or A/P account types entered in System > Setup > Accounts Integration. Solution Make sure the accounts under the Accounts Integration tab are valid Accounts Receivable and Accounts Payable accounts.
Message Duplicate Name Exists Error :: The name supplied already exists.: Another customer, vendor or employee is already using this name. Please use a different name. Cause There is a customer, employee, and / or supplier that has the same name as the customer / supplier / employee that has failed to be sent over. If you receive this error transferring customers, there is likely a supplier in QuickBooks Online that has the same exact name. If you are getting this transferring suppliers, there is likely a customer in QuickBooks Online that has the same name. Alternatively, there could be an extra space in the customer name in Simpro Premium that is not in QuickBooks Online. Solution Change the name of the customer, employee, and / or supplier in either Simpro Premium or QuickBooks Online. When exporting customers out of Simpro Premium, it looks at both the customer, employee and supplier list in QuickBooks Online. Additionally, check for extra spaces in the customer / supplier / employee name in Simpro Premium.
Message There was an error when saving a Bill. QuickBooks error message: Only one accounts receivable or accounts payable account allowed per transaction. Cause An Account Receivable type of an account has been used as the Invoice account. Go to System > Setup > Defaults > Financial > Contractor Invoice Account. The Accounts Receivable account is already being accounted for. Go to System > Setup > Accounts Integration. Solution The Contractor Invoice Account needs to be one of the following Account class types / classifications: Cost of goods sold / cost of sales / expense account. Go to System > Setup > Defaults > Financial to update the Contractor Invoice Account.
Message The income account (XXXXX) selected on the QBO Service Item "XXXXX" does not match the income account specified on the Simpro Premium Cost Centre (XXXXX). Cause The income account for an associated cost centre in Simpro Premium doesn't match the related QuickBooks Online Service item income account for that cost centre. Solution Make sure that the income account listed against the related cost centre in Simpro Premium matches the income account listed on the Service Item in QuickBooks Online, for that cost centre. In QuickBooks Online, go to Settings > All Lists > Product and Services, find the Service Item named in the error and click Edit. Match the Income Account in the item in QuickBooks Online with the Income Account in the cost centre in Simpro Premium.
Message Duplicate Document Number Error :: Duplicate Document Number Error : You must specify a different number. This number has already been used. Cause The invoice number being sent over to QuickBooks Online is already in use. Solution Free up the invoice number in QuickBooks Online, change the invoice number in Simpro Premium, or the invoice can be manually posted into QuickBooks Online. If the invoice number can't be found in QuickBooks Online, it is likely that the invoice is archived or voided in QuickBooks Online.
Message The Account ''XXXXX'' does not exist on QBO. Cause The accounting link can't find the income account, in QuickBooks Online, that is listed on the cost centre used on the Simpro Premium invoice. Solution Verify that the income account listed on the cost centre in Simpro Premium is an account in QuickBooks Online. It is possible that there is a spelling difference or extra spaces between the names, rather than the account not existing in QuickBooks Online.
Message Payment Term Not found in QBO Cause The accounting link can't find a matching payment term that is on the invoice in Simpro Premium. Solution Check to make sure that the payment term is in QuickBooks Online. QuickBooks Online uses "Net" instead of "Days" but that isn't an issue. The link can still match with "Net". If the payment term is in QuickBooks Online, check the spelling on it and check for extra spaces and capitalisation. For example, make sure the capitalisation is "Net 7" and not "NET 7".
Message No Tax Code [XXXXX] with tax rates [XXXXX] found for this document. Unable to post invoice XXXXX. Cause The tax code in Simpro Premium doesn't match the tax code name in QuickBooks Online. Solution Make sure the tax code names match in Simpro Premium and QuickBooks Online. QuickBooks Online uses Tax Exempt for their exempt tax code name while it is typically just Exempt in Simpro Premium.
Message Number out of range :: The number is not within supported range. Min:0 Max:999,999,999 supported.Supplied value:-1,160.01 Cause This is due to a payment with a negative value. Solution Delete the negative payment in Simpro Premium and issue a credit to the invoice.
Message The customer names in Simpro Premium (''XXXXX'') and QuickBooks (''XXXXX'') do not match. Cause The customer name on the invoice in QuickBooks Online is different from the name on the payment being sent from Simpro Premium. Solution Update the customer name in QuickBooks Online and Simpro Premium so they match exactly. The names are usually the same but something in the spelling is different or there is an extra space in the name on one side.
Message TxnID Cannot Be Linked :: TxnID Cannot Be Linked : XXXXX Cause The invoice that the payment is for can't be found in QuickBooks Online. Solution Make sure the invoice is in QuickBooks Online. If it is not, transfer it over. If the invoice is in QuickBooks Online, make sure the customer names match between the QuickBooks Online invoice and the name on the payment coming from Simpro Premium.
Message Invalid account type used :: Invalid account type: You need to select a different type of account for this transaction. Cause The account type being used on the payment method is incorrect. Solution Make sure the QuickBooks Online account being used on the payment method is an Other Current Asset or Bank type of QuickBooks Online account.
Message A business validation error has occurred while processing your request :: Business Validation Error: The payments you entered add up to more than the amount received. Cause An Accounts Receivable type account has been entered in the posting account on the payment method, used on the payment. The Accounts Receivable account is already being accounted for in System > Setup > Account Integration. Solution The posting account on payment methods needs to be a Bank or Other Current Assets account from their Chart of Accounts in QuickBooks Online.

Issues and Solutions

Message

Duplicate record found

Cause

The transaction already exists in your accounting package.

Solution

Mark the transactions as exported. Learn more in Mark transactions as exported in Simpro Premium.

Message

The Account "xxxxxx" doesn't exist.

Cause

The account in Simpro Premium does not match with the account name in the accounting package.

Solution

Check that the account is exists in accounting package and the spelling is correct, including spaces.

Message

"Customer" is not found.

"Supplier" is not found.

"Contractor" is not found.

Cause

The QuickBooks Online accounting link cannot find the corresponding customer / supplier / contractor.

Solution

Ensure that the name in QuickBooks Online is matches the name in Simpro Premium exactly. This includes spaces.

Message

The string "xxx xxx xxx xxx" in the field "Addr1" is too long.

Cause

The "Addr1" field is the customer name. In QuickBooks Online, this field is limited to 42 characters, including spaces.

Solution

Shorten the customer name to 42 characters or less.

Message

There is an invalid reference to QuickBooks Customer "xxx xxx" in the invoice.

QuickBooks Online error message: 'Invalid argument. The specified record does not exist in the list.

Cause

The customer does not exist in QuickBooks Online, or the customer name does not match the customer name in Simpro Premium.

Solution

Ensure the customer has the correct name in both Simpro Premium and QuickBooks Online, or post the customer across if it does not exist.

Message

A business validation error has occurred while processing your request :: Business Validation Error: Unexpected Internal Error.(-37100)

Cause

Tax codes have been set up incorrectly.

Solution

Make sure you have separate tax codes for sales and purchases in Simpro Premium. Learn more in How to Use Tax Codes.

Message

The application has already been subscribed to by another user for this company.

Cause

Another user has already connected to Simpro Premium from the same QuickBooks Online company.

Solution

The other user needs to log in to My Apps and click Disconnect under the Simpro Premium app.

Message

Mismatch between the Simpro Premium cost centre Income account (xxxx) and QuickBooks Online service item Income account (xxx)

Cause

The Income account for the service item does not match the Income account in the Simpro Premium cost centre.

Solution

Check the Income account of the service item in QuickBooks Online to make sure it matches that of the applicable cost centre in Simpro Premium.

Message

Error Code: app_already_purchased

Cause

Another user has already connected to Simpro Premium from the same QuickBooks Online company.

Solution

Get the other user to log in to My Apps and click Disconnect under the Simpro Premium app.

Message

Error: Invalid account type used :: Invalid account type: You cannot use this account to create items as the account is used by the system to track the tax amount.

Solution

Check the QuickBooks Online product does not have a category against it.

Message

message=ApplicationAuthenticationFailed; errorCode=003200; statusCode=401 ::

Cause

Failure to connect to QuickBooks Online.

Solution

Disconnect the accounting link and log back in on the Connection tab.

Message

The account ''XXXXXXX'' is not a valid account type for this transaction. Actual Value: [Accounts Receivable] vs [Bank]

Cause

Incorrect A/R and / or A/P account types entered in System > Setup > Accounts Integration.

Solution

Make sure the accounts under the Accounts Integration tab are valid Accounts Receivable and Accounts Payable accounts.

Message

Duplicate Name Exists Error :: The name supplied already exists.: Another customer, vendor or employee is already using this name. Please use a different name.

Cause

There is a customer, employee, and / or supplier that has the same name as the customer / supplier / employee that has failed to be sent over. If you receive this error transferring customers, there is likely a supplier in QuickBooks Online that has the same exact name. If you are getting this transferring suppliers, there is likely a customer in QuickBooks Online that has the same name. Alternatively, there could be an extra space in the customer name in Simpro Premium that is not in QuickBooks Online.

Solution

Change the name of the customer, employee, and / or supplier in either Simpro Premium or QuickBooks Online. When exporting customers out of Simpro Premium, it looks at both the customer, employee and supplier list in QuickBooks Online. Additionally, check for extra spaces in the customer / supplier / employee name in Simpro Premium.

Message

There was an error when saving a Bill. QuickBooks error message: Only one accounts receivable or accounts payable account allowed per transaction.

Cause

An Account Receivable type of an account has been used as the Invoice account. Go to System > Setup > Defaults > Financial > Contractor Invoice Account. The Accounts Receivable account is already being accounted for. Go to System > Setup > Accounts Integration.

Solution

The Contractor Invoice Account needs to be one of the following Account class types / classifications: Cost of goods sold / cost of sales / expense account. Go to System > Setup > Defaults > Financial to update the Contractor Invoice Account.

Message

The income account (XXXXX) selected on the QBO Service Item "XXXXX" does not match the income account specified on the Simpro Premium Cost Centre (XXXXX).

Cause

The income account for an associated cost centre in Simpro Premium doesn't match the related QuickBooks Online Service item income account for that cost centre.

Solution

Make sure that the income account listed against the related cost centre in Simpro Premium matches the income account listed on the Service Item in QuickBooks Online, for that cost centre. In QuickBooks Online, go to Settings > All Lists > Product and Services, find the Service Item named in the error and click Edit. Match the Income Account in the item in QuickBooks Online with the Income Account in the cost centre in Simpro Premium.

Message

Duplicate Document Number Error :: Duplicate Document Number Error : You must specify a different number. This number has already been used.

Cause

The invoice number being sent over to QuickBooks Online is already in use.

Solution

Free up the invoice number in QuickBooks Online, change the invoice number in Simpro Premium, or the invoice can be manually posted into QuickBooks Online. If the invoice number can't be found in QuickBooks Online, it is likely that the invoice is archived or voided in QuickBooks Online.

Message

The Account ''XXXXX'' does not exist on QBO.

Cause

The accounting link can't find the income account, in QuickBooks Online, that is listed on the cost centre used on the Simpro Premium invoice.

Solution

Verify that the income account listed on the cost centre in Simpro Premium is an account in QuickBooks Online. It is possible that there is a spelling difference or extra spaces between the names, rather than the account not existing in QuickBooks Online.

Message

Payment Term Not found in QBO

Cause

The accounting link can't find a matching payment term that is on the invoice in Simpro Premium.

Solution

Check to make sure that the payment term is in QuickBooks Online. QuickBooks Online uses "Net" instead of "Days" but that isn't an issue. The link can still match with "Net". If the payment term is in QuickBooks Online, check the spelling on it and check for extra spaces and capitalisation. For example, make sure the capitalisation is "Net 7" and not "NET 7".

Message

No Tax Code [XXXXX] with tax rates [XXXXX] found for this document. Unable to post invoice XXXXX.

Cause

The tax code in Simpro Premium doesn't match the tax code name in QuickBooks Online.

Solution

Make sure the tax code names match in Simpro Premium and QuickBooks Online. QuickBooks Online uses Tax Exempt for their exempt tax code name while it is typically just Exempt in Simpro Premium.

Message

Number out of range :: The number is not within supported range. Min:0 Max:999,999,999 supported.Supplied value:-1,160.01

Cause

This is due to a payment with a negative value.

Solution

Delete the negative payment in Simpro Premium and issue a credit to the invoice.

Message

The customer names in Simpro Premium (''XXXXX'') and QuickBooks (''XXXXX'') do not match.

Cause

The customer name on the invoice in QuickBooks Online is different from the name on the payment being sent from Simpro Premium.

Solution

Update the customer name in QuickBooks Online and Simpro Premium so they match exactly. The names are usually the same but something in the spelling is different or there is an extra space in the name on one side.

Message

TxnID Cannot Be Linked :: TxnID Cannot Be Linked : XXXXX

Cause

The invoice that the payment is for can't be found in QuickBooks Online.

Solution

Make sure the invoice is in QuickBooks Online. If it is not, transfer it over. If the invoice is in QuickBooks Online, make sure the customer names match between the QuickBooks Online invoice and the name on the payment coming from Simpro Premium.

Message

Invalid account type used :: Invalid account type: You need to select a different type of account for this transaction.

Cause

The account type being used on the payment method is incorrect.

Solution

Make sure the QuickBooks Online account being used on the payment method is an Other Current Asset or Bank type of QuickBooks Online account.

Message

A business validation error has occurred while processing your request :: Business Validation Error: The payments you entered add up to more than the amount received.

Cause

An Accounts Receivable type account has been entered in the posting account on the payment method, used on the payment. The Accounts Receivable account is already being accounted for in System > Setup > Account Integration.

Solution

The posting account on payment methods needs to be a Bank or Other Current Assets account from their Chart of Accounts in QuickBooks Online.

Xero

Issues and Solutions
Message Duplicate record found. Cause The transaction already exists in your accounting package. Solution Mark the transactions as exported. Learn more in Mark data as exported.
Message The Account "xxxxxx" doesn't exist. Cause The account in Simpro Premium does not match with the account name in the accounting package. Solution Check that the account is exists in accounting package and the spelling is correct, including spaces.
Message Account code '####' is not a valid code for this document. Cause The account code for this transaction is not applicable to the transaction type. For example, a supplier invoice cannot be posted to an Income account in Xero. Solution Check the account codes in Simpro Premium and Xero and ensure the account codes refer to the relevant accounts.
Message Account code must be specified. Cause A transaction has been entered into Simpro Premium without a specified account number. This normally occurs with supplier invoices when you select the default Expense account and there is no account number specified in your Financial Defaults. Solution In Simpro Premium, go to: System > Setup > Defaults > Financial System > Setup > Accounts > Cost Centres System > Setup > Accounts > Payment Methods. Then, enter the applicable account number. If this is for a payment, you also have to unlock the payment and enter the account number there.
Message Payments can only be made against authorised documents. Cause: The invoice in Xero has not been marked as authorised. Solution You need to approve the invoice in Xero before sending across the payment.
Message Duplicate found. Customer invoice could not be posted to Xero. Cause There is already an invoice in Xero with that invoice number. Solution Either mark the invoice as exported in the accounting link, or delete the invoice in Xero and post it across.
Message Payment amount exceeds the amount due on this invoice. Cause The invoice has had either a partial or full payment applied to it, and the payment being applied is greater than the amount remaining. Solution Check the invoice in Xero to see if it has already had a payment applied.
Message The specified contact details matched an archived contact. Archived contacts cannot currently be edited via the API. The contact name <contact> is already assigned to another contact. The contact name must be unique across all active contacts. Cause Contact names must be unique. You cannot have a supplier and customer in Xero with the same name. Solution Ensure that your suppliers and customers all have distinct names.
Message Resource not found :: Please contact Simpro Support. Solution Confirm that the transaction has not gone across to Xero before transferring again.
Message [http error:400 - Bad Request :: TrackingItemID is required for each timesheet line.] Cause Can occur when tracking codes are enabled in your Xero Settings. For Simpro Premium to integrate with Xero these must be turned off. Solution Log in to Xero > navigate to Payroll Settings > scroll down to Payroll Tracking. On the Organisation tab, under Payroll Tracking > Employee Groups and Timesheet Categories select None > Save. Note that if you have multiple entities you need to complete these steps for each one.

Issues and Solutions

Message

Duplicate record found.

Cause

The transaction already exists in your accounting package.

Solution

Mark the transactions as exported. Learn more in Mark data as exported.

Message

The Account "xxxxxx" doesn't exist.

Cause

The account in Simpro Premium does not match with the account name in the accounting package.

Solution

Check that the account is exists in accounting package and the spelling is correct, including spaces.

Message

Account code '####' is not a valid code for this document.

Cause

The account code for this transaction is not applicable to the transaction type. For example, a supplier invoice cannot be posted to an Income account in Xero.

Solution

Check the account codes in Simpro Premium and Xero and ensure the account codes refer to the relevant accounts.

Message

Account code must be specified.

Cause

A transaction has been entered into Simpro Premium without a specified account number. This normally occurs with supplier invoices when you select the default Expense account and there is no account number specified in your Financial Defaults.

Solution

In Simpro Premium, go to:

System > Setup > Defaults > Financial
System > Setup > Accounts > Cost Centres
System > Setup > Accounts > Payment Methods.

Then, enter the applicable account number.

If this is for a payment, you also have to unlock the payment and enter the account number there.

Message

Payments can only be made against authorised documents.

Cause:

The invoice in Xero has not been marked as authorised.

Solution

You need to approve the invoice in Xero before sending across the payment.

Message

Duplicate found. Customer invoice could not be posted to Xero.

Cause

There is already an invoice in Xero with that invoice number.

Solution

Either mark the invoice as exported in the accounting link, or delete the invoice in Xero and post it across.

Message

Payment amount exceeds the amount due on this invoice.

Cause

The invoice has had either a partial or full payment applied to it, and the payment being applied is greater than the amount remaining.

Solution

Check the invoice in Xero to see if it has already had a payment applied.

Message

The specified contact details matched an archived contact. Archived contacts cannot currently be edited via the API. The contact name <contact> is already assigned to another contact. The contact name must be unique across all active contacts.

Cause

Contact names must be unique. You cannot have a supplier and customer in Xero with the same name.

Solution

Ensure that your suppliers and customers all have distinct names.

Message

Resource not found :: Please contact Simpro Support.

Solution

Confirm that the transaction has not gone across to Xero before transferring again.

Message

[http error:400 - Bad Request :: TrackingItemID is required for each timesheet line.]

Cause

Can occur when tracking codes are enabled in your Xero Settings. For Simpro Premium to integrate with Xero these must be turned off.

Solution

Log in to Xero > navigate to Payroll Settings > scroll down to Payroll Tracking. On the Organisation tab, under Payroll Tracking > Employee Groups and Timesheet Categories select None > Save. Note that if you have multiple entities you need to complete these steps for each one.

QuickBooks Desktop

Issues and Solutions
Message Object "xxxx-xxxx-xxxx" specified in the request cannot be found. Cause Either the invoice is for another customer, or the invoice has already been fully paid. Alternatively, there are multiple Accounts Receivable accounts in QuickBooks. Solution Check that the invoice is for the correct customer and has not already been paid. Also, check that you do not have more than one Accounts Receivable account in QuickBooks.
Message ERROR - (3140)There is an invalid reference to QuickBooks Customer "XXXXX" in the Invoice. QuickBooks error message: The specified name is either invalid or of the wrong type. Cause There is a customer and a supplier that share the same name in QuickBooks Desktop. Although it's a customer invoice, Quickbooks Desktop still doesn't know who to post it to. Solution Adjust the name of the customer / supplier in both systems.
Message ERROR - (3140)There is an invalid reference to QuickBooks Item "" in the Invoice line. Cause Simpro Premium Sales is not entered in the accounting link Setup tab. This is noted by nothing being displayed between the quotation marks on the error message. Solution Add "Simpro Premium Sales" to the "Sales Item" in the accounting link. Close the accounting link. Reopen it and try again.
Message Invoices that are $0 in value will not transfer over to QBD. Cause The API does not allow for the transfer of $0 invoices. Solution If the $0 invoice is required in QuickBooks Desktop, it must be entered manually.
Message ERROR - (3140)There is an invalid reference to QuickBooks Item "" in the Bill line. Cause Simpro Purchases is not entered on the accounting link Setup tab. This is noted by nothing being displayed between the quotation marks on the error message. Solution Add “Simpro Purchases” to the Purchases Item in the accounting link. Close the accounting link. Reopen it and try again.
Message [tran_fail] :: Payment :: (XXXX) :: ERROR - (3120)Object "XXXXX-XXXX" specified in the request cannot be found. Cause The number in quotes is normally different from error to error. It is a QuickBooks Desktop transaction number that has no reference in Simpro Premium. It typically is a mixture of letters and numbers. This can indicate the following: The invoice is already marked as paid in QuickBooks Desktop The customer name on the payment doesn't match the customer name on the invoice in QuickBooks Desktop There are more than one Accounts Receivable in QuickBooks Desktop. Solution If the invoice is already marked as paid in QuickBooks Desktop, either unmark it as paid or do not export the payment. If the customer name on the payment doesn’t match, change the customer name so that they do. If there are multiple accounts receivable in QuickBooks Desktop, remove the additional accounts receivable and ensure the correct account is mapped in the System Setup in Simpro Premium.
Message [tran_fail] :: Payment :: (41) :: ERROR - (3140)There is an invalid reference to QuickBooks Customer "St. Luke's Patients Medical Center" in the ReceivePayment. QuickBooks error message: Invalid argument. The specified record does not exist in the list. Cause This error is caused by an apostrophe in the customer name. It only affects payments and not other transfers. Solution This has been fixed with an update to the QuickBooks Desktop Accounting Link. Please update the accounting link. This error does not occur on versions 9.5 and higher.
Message [tran_fail] :: Payment :: (6) :: ERROR - (3140)There is an invalid reference to QuickBooks Deposit To Account "XXXXX" in the ReceivePayment. QuickBooks error message: Invalid argument. The specified record does not exist in the list. Cause Invaild account entered in for the payment method used. The number in quotes is the account entered in Simpro Premium. Solution Make sure that the Deposit Account associated with the payment method used, exists in QuickBooks Desktop. If it does exist, make sure the account types match.
Message [tran_fail] :: Payment :: (379) :: ERROR - (3210)The "AppliedToTxnAdd payment amount" field has an invalid value "2000.00". QuickBooks error message: You cannot pay more than the amount due. Cause The value of the payment is larger than the value of the invoice in QuickBooks Desktop. QuickBooks Desktop does not allow overpayments to be transferred. Solution Make sure that the payment being sent over to QuickBooks Desktop matches or is less than the value of the invoice in QuickBooks Desktop.
Message ERROR - (3140)There is an invalid reference to QuickBooks PaymentMethod "" in the ReceivePayment. Cause Mismatch between payment method names between QuickBooks Desktop and Simpro Premium. Solution Ensure the payment method exists in QuickBooks Desktop. If it does exist, make sure the spelling matches between QuickBooks Desktop and Simpro Premium, including capitalisation and spaces.

Issues and Solutions

Message

Object "xxxx-xxxx-xxxx" specified in the request cannot be found.

Cause

Either the invoice is for another customer, or the invoice has already been fully paid. Alternatively, there are multiple Accounts Receivable accounts in QuickBooks.

Solution

Check that the invoice is for the correct customer and has not already been paid. Also, check that you do not have more than one Accounts Receivable account in QuickBooks.

Message

ERROR - (3140)There is an invalid reference to QuickBooks Customer "XXXXX" in the Invoice. QuickBooks error message: The specified name is either invalid or of the wrong type.

Cause

There is a customer and a supplier that share the same name in QuickBooks Desktop. Although it's a customer invoice, Quickbooks Desktop still doesn't know who to post it to.

Solution

Adjust the name of the customer / supplier in both systems.

Message

ERROR - (3140)There is an invalid reference to QuickBooks Item "" in the Invoice line.

Cause

Simpro Premium Sales is not entered in the accounting link Setup tab. This is noted by nothing being displayed between the quotation marks on the error message.

Solution

Add "Simpro Premium Sales" to the "Sales Item" in the accounting link. Close the accounting link. Reopen it and try again.

Message

Invoices that are $0 in value will not transfer over to QBD.

Cause

The API does not allow for the transfer of $0 invoices.

Solution

If the $0 invoice is required in QuickBooks Desktop, it must be entered manually.

Message

ERROR - (3140)There is an invalid reference to QuickBooks Item "" in the Bill line.

Cause

Simpro Purchases is not entered on the accounting link Setup tab. This is noted by nothing being displayed between the quotation marks on the error message.

Solution

Add “Simpro Purchases” to the Purchases Item in the accounting link. Close the accounting link. Reopen it and try again.

Message

[tran_fail] :: Payment :: (XXXX) :: ERROR - (3120)Object "XXXXX-XXXX" specified in the request cannot be found.

Cause

The number in quotes is normally different from error to error. It is a QuickBooks Desktop transaction number that has no reference in Simpro Premium. It typically is a mixture of letters and numbers. This can indicate the following:

The invoice is already marked as paid in QuickBooks Desktop
The customer name on the payment doesn't match the customer name on the invoice in QuickBooks Desktop
There are more than one Accounts Receivable in QuickBooks Desktop.

Solution

If the invoice is already marked as paid in QuickBooks Desktop, either unmark it as paid or do not export the payment. If the customer name on the payment doesn’t match, change the customer name so that they do. If there are multiple accounts receivable in QuickBooks Desktop, remove the additional accounts receivable and ensure the correct account is mapped in the System Setup in Simpro Premium.

Message

[tran_fail] :: Payment :: (41) :: ERROR - (3140)There is an invalid reference to QuickBooks Customer "St. Luke's Patients Medical Center" in the ReceivePayment. QuickBooks error message: Invalid argument. The specified record does not exist in the list.

Cause

This error is caused by an apostrophe in the customer name. It only affects payments and not other transfers.

Solution

This has been fixed with an update to the QuickBooks Desktop Accounting Link. Please update the accounting link. This error does not occur on versions 9.5 and higher.

Message

[tran_fail] :: Payment :: (6) :: ERROR - (3140)There is an invalid reference to QuickBooks Deposit To Account "XXXXX" in the ReceivePayment. QuickBooks error message: Invalid argument. The specified record does not exist in the list.

Cause

Invaild account entered in for the payment method used. The number in quotes is the account entered in Simpro Premium.

Solution

Make sure that the Deposit Account associated with the payment method used, exists in QuickBooks Desktop. If it does exist, make sure the account types match.

Message

[tran_fail] :: Payment :: (379) :: ERROR - (3210)The "AppliedToTxnAdd payment amount" field has an invalid value "2000.00". QuickBooks error message: You cannot pay more than the amount due.

Cause

The value of the payment is larger than the value of the invoice in QuickBooks Desktop. QuickBooks Desktop does not allow overpayments to be transferred.

Solution

Make sure that the payment being sent over to QuickBooks Desktop matches or is less than the value of the invoice in QuickBooks Desktop.

Message

ERROR - (3140)There is an invalid reference to QuickBooks PaymentMethod "" in the ReceivePayment.

Cause

Mismatch between payment method names between QuickBooks Desktop and Simpro Premium.

Solution

Ensure the payment method exists in QuickBooks Desktop. If it does exist, make sure the spelling matches between QuickBooks Desktop and Simpro Premium, including capitalisation and spaces.