From time to time, there will be errors that come up inside your Quickbooks tab. Most of these are easy to fix and you will be able to do yourself. The most commonly found errors and their fixes will be listed below.
Reason: For security reasons, Quickbooks Online demands that their users renew their connection keys every six months.
Resolution: You will need to log into your Quickbooks accounts in one browser tab, and log into Power Pet Sitter in another.
- Select Business Tab.
- Select Settings
- Scroll down until you find the Quickbooks block.
- Click on the Intuit Logo
This will create a pop up window that will ask you if you want to authorize a connection between your accounts. Click Authorize. When the pop up disappears, click on ‘save’ in your settings.
Your keys have now been renewed and you can reprocess the erred invoices in your QB Trans tab. Please note: It is suggested that you only move 10 to 12 instances at once to avoid dropped data.
Reason: Either someone has changed the display name for the Client in question, or the QBOID needs to be renewed.
- Access the appointment.
- Select ‘View Client Profile’ from the drop down menu.
- Save the client profile. This causes the system to create another Client instance to renew the QBOID connection.
- Click to your QB Trans Tab.
- Select the ‘Client’ type instances.
- Reprocess them.
You will now be able to reprocess the pertinent invoice.
Reason: This is not a common error, but is most often seen following a Customer not in Quickbooks error, as the payment for an appointment that has erred cannot move through. Once you’ve corrected the appointment’s error, you will be able to reprocess the payment.
If, for some reason, you do not see the invoice inside QBO, you can prompt the system to create and send another one.
- Access the appointment.
- Click ‘Save Changes’ – When the page refreshes, you will see your QB Trans tab number will have ticked up.
- Click QB Trans Tab and reprocess the newly created invoice.
You will now be able to reprocess the payment. This will NOT charge the Client again.
Reason: This is another uncommon error. On rare occasions, a service instance doesn’t make it to Quickbooks, or the QBOID for that service needs to be renewed.
- Access your Business Tab
- Go into ‘Services’
- Find the erred service and click ‘edit’
- Assign the time blocks you want the service to be available in.
The system will generate an updated Service instance.
- Access your QB Trans tab
- Reprocess the Service type instance.
You will now be able to reprocess the erred invoice showing this error.
Reason: This error is straightforward. The Appointment in question has a discount that surpasses the subtotal.
Resolution: Access the appointment and adjust it so that the discount is only as much as the appointment total. Any additional funds that you’d like to apply to the Client should be put as a credit balance in the Client’s profile.
Reason: The appointment in question has a negative total. All appointments must have a transaction total of $0 or more.
Resolution: Access the appointment and adjust the prices as necessary.
Reason: Quickbooks servers did not respond to the request of data transfer.
Resolution: Wait a few hours, or until Quickbooks has time to address their error and reprocess the invoices.
Reason: Something entered into the Email field of the profile is incorrect. If you need the system to send confirmation emails ect sent to two or more e-mail addresses, simply seperate them with a comma.
For example: email@example.com, firstname.lastname@example.org