If pushing products/parts from MobiWork to QuickBooks Online, the following information needs to be entered:
Important: You will have to specify which accounts are to be used and where the income should be posted to:
The first 3 fields are required. Note: You must fill-in the name identified in QuickBooks Online (it is case sensitive):
Cost of Goods Expense Account
Income Account
Other Current Asset Account- This option is needed for inventory items (normal products), when the option "Handle Inventory" is selected.
If pushing purchase orders and vendor information from MobiWork to QuickBooks Online, the following information needs to be entered:
Accounts payable Name
If pushing expense information from MobiWork to QuickBooks Online, the following information needs to be entered:
Expense Check Payment Type Account
Expense Credit Card Payment Type Account
Expense Cash Payment Type Account
Expense Integration Account
Other Options:
Use "Approved Date" instead of "Estimate Date" when creating an estimate in QuickBooks Online.
Handle Inventory - Used when creating a product/part from MobiWork into QuickBooks Online. This option will assign the "QB_ASSET_ACCOUNT" value on the QuickBooks Online item, and also pass the quantity from MobiWork to QuickBooks Online. It is only used when adding items from MobiWork to QuickBooks Online.
Send products to QuickBooks Online as service items.
Format Preferences:
Format to use for the QuickBooks Online "Display Name."
The subsections below will go into more detail regarding some of the more common troubleshooting errors that you might encounter.
Invalid Reference
The error, "Error in executing post to QuickBooks: Invalid Reference Id, Invalid Reference Id: An item in this transaction is set up as a category instead of a product or service" means there is an item is set up as a category instead of as a product or service:
To fix this error, please ensure that the designated item is set up as a product or service instead of as a category.
Invalid Number
The error, "Error in executing post to QuickBooks: Invalid Number Id, Invalid Number: [number here]" means the item is not synced to QuickBooks Online yet.
To fix this error, please ensure that the designated item is synced to QuickBooks separately.
Invalid Email Address Format
The error, "Error in executing post to QuickBooks: Invalid Email Address format, Email Address does not conform to the syntax rules of RFC 822. Supplied value:NO EMAIL - MAIL ONLY" means that the email address was entered incorrectly.
Please ensure that the email address meets with QuickBooks Online's format. The email address used when syncing between QuickBooks and MobiWork can be found in the "Billing" tab of the View Customer pop-up window.
Missing Term
The error, "Error: Could not find in QuickBooks a sales term that matches: "[number here]", PLEASE ADD THE MATCHING SALES TERM IN QuickBooks" means that the matching number is missing in QuickBooks.
To fix this error, please ensure that the number in QuickBooks matches the account number of the desired item, service, etc. in MobiWork.
Vendor ID not Found
When exporting purchase orders and vendors and the following message appears, "Error: Vendor not found QuickBooks with QBOId: #... Something you're trying to use has been made inactive," it means that QuickBooks cannot find the designated external ID that matches that of the vendor.
To fix this error, please ensure that the vendor matches the External ID listed in QuickBooks.
Failed to Execute Entity Query
When trying to create a bill in QuickBooks from a purchase order, and the following message appears, "Failed to execute an entity query: select * from item where active = true and id = ''" it means one of the items does not have an external ID, in other words, it has not been pushed to QuickBooks Online.
To fix this error, please ensure that the item is exported to QuickBooks.
Exporting Payment Error
When trying to export a payment and the following message appears, "Error in executing post to QuickBooks: Unsupported Operation...The entity name must immediately follow the '&' in the entity reference. is not supported," it means that you are trying to export the payment before exporting the invoice.
To fix this error, please export the invoice and then the payment.