Using Canix's QuickBooks Integration to connect your accounts allows you to generate Invoices from Sales Orders that can be viewed and managed in QuickBooks. Once connected, you may occasionally get an error from QuickBooks if there are any issues with the change you're attempting to submit in Canix.

In the article, we'll cover:

For more info, see Connect QuickBooks Online with Canix or Create QuickBooks Online Invoices.

Common QuickBooks Errors & How to Troubleshoot

Business Validation Error

QuickBooks Error: 
A business validation error has occurred while processing your request

This usually occurs when a required field is not filled in OR the field is filled in incorrectly. You will want to carefully review the details of the Invoice to test out what is missing or incorrect.

Some examples we’ve seen that cause this error:

- The email field has too many characters (sometimes happens when users have multiple emails listed) QB limits this to 100 characters
- User created new QBO items to add to back dated Sales Orders, Error for this shows on the backend as :
```
Business Validation Error: 
You can't create or modify a transaction with a date that comes before you started tracking quantity on hand for the following: *item name*
```

If there is no clear error made on the SO, this error can sometimes be resolved by refreshing the connection to QBO by disconnecting and reconnecting via Admin > Integrations or Admin > Integrations > Quickbooks Online and selecting the blue refresh button.

Feature Not Supported

QuickBooks Error: 
Feature not supported

This means that an aspect of the feature you are trying to use is not included in your specific QuickBooks subscription, and you will need to upgrade your subscription to use it.

Object Not Found

QuickBooks Error: 
Object Not Found

This error occurs when there are duplicate data objects (ie: items or customers) and the user has selected the wrong one. User must try selecting the opposite duplicated item, and our team must work to understand how the duplication occurred and remove the invalid duplicates to avoid confusion.

Token Connection Established. Error requesting company file access...

QuickBooks Error:
Token Connection Established. Error requesting company file access...

This is a result of not having the correct authorization for a third party to access your QuickBooks Instance. Please ensure that the account connected to Canix has full permissions and that Canix has been authorized as a third-party integrator. If you are unable to make these adjustments we suggest reaching out to QuickBooks Support.

Duplicate Document Number Error

QuickBooks Error:
Duplicate Document Number Error

This error dictates that this invoice name/number/ID is already being used with Quickbooks. In other words: Whatever is listed in the ID column for the invoice in question, is already the name for an existing invoice in QBO.

More Info Can be found here: QuickBooks Sync Error: Duplicate Document Number Error - You must specify a different number

Resolution:
The quickest solution would be to adjust the invoice ID/name to remove the duplicate. However, if you would prefer to not adjust the invoice number, you can turn off the notification that is producing the error.

Here are the steps to turning off the notification:

1. Open your QuickBooks Online and navigate to Settings > Account and Settings > Sales

2. Check that 'Custom transaction numbers' is turned Off

3. Click back over on the left menu panel to QuickBooks Online Settings > Account and Settings > Advanced

4. Check that 'Warn if duplicate check/bill number is used' is also turned Off

Please make any of the above adjustments and then retry syncing.

Unable to establish communication with agent token

Canix's Quickbooks Desktop integration will be deprecated as of July 1, 2024.

QuickBooks Error: 
Unable to establish communication with agent token ******* - Request Attempt ID: 12345qrsxyz

Often resolved by restarting the Canix Agent and reconnecting to QBD following these steps:

You need to be the QuickBooks Administrator for that company, and in single-user mode with the QuickBooks company file open.
The user has to use the same computer to download the Quickbooks Desktop Connector and connect to QuickBooks Desktop.
Open up Quickbooks Desktop and open the company file in QuickBooks for the company you are creating the integration for.
After opening the company file, go to the Quickbooks Desktop integration page in Canix and select Request access to a new QuickBooks Company File.

Here is more information on connecting to QBD: Connect QuickBooks Desktop with Canix.

Invalid Reference ID

QuickBooks Error: 
Invalid Reference ID

This usually means that the account, customer, item, vendor, and/or class on a bill, or the bill itself that is trying to sync, has been deleted in QuickBooks Online (QBO), and sync cannot update or create the bill.
Troubleshoot in QBO:
- Users should verify in QuickBooks to see if any of the data used on their Invoice in Canix has been removed from QuickBooks or is no longer active
Troubleshoot within Canix:
1. Navigate to Admin > Integrations > QuickBooks Online and select “Refresh” - this will refresh your QBO Products, Customers, and Classes in Canix
2. After about 5-10 minutes, you should see the missing Customer or Product disappear
3. Then, you can recreate the missing Item or Customer in Canix while creating the QBO Invoice

Additional Resources

For more information on QuickBooks generated errors, check out Intuit's Error Codes Index

Refresh QuickBooks Online Data Sync

For general issues, any missing QuickBooks data, or just to ensure your data from QuickBooks is synced, navigate to Admin > Integrations > QuickBooks Online and select Refresh. Please allow a few minutes to ensure the sync has completed.

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Unable to Submit QBO Invoice

If you are creating a QuickBooks Online Invoice in Canix but are unable to select the Send button to submit it to QBO, there may be 1 or more Canix Items on the Invoice that still need to have a QBO Item associated to them. Please carefully review the full list of Items and ensure each one has a QBO Item associated. While selecting the QBO Item association is required, selecting a QBO Class is optional.

For more information on this process, check out Create QuickBooks Online Invoices.