You may encounter various error messages between Plannit and QuickBooks online. To help you find the source of the error and apply the best possible solution, we've provided an Accounting System Check Tool.
To use it, simply click on the Actions button in the problem invoice and select Accounting System Verification Tool.
In this tool, you can compare what's in Plannit and what's in QuickBooks. Use the example below to quickly find out whether the QuickBooks client has been inactivated or deleted:
📘 Error messages and solutions
🔹 Customer display name already exists in Customer, Supplier or User
How can I fix this so that the invoice in Plannit can be exported to QuickBooks?
You have two options:
Do you have an employee or supplier account in QuickBooks with the same name as your Plannit contact?
QuickBook requires a unique display name for employees, suppliers and customers, so you need to rename your resource in QuickBooks or the contact in Plannit.
In Plannit, change the Name to display if you don't want to rename the one in QuickBooks.
Is it the same customer?
Go to your contact
Click on the Actions button and select Link with a QuickBooks customer
Click on Link to the QuickBooks customer you wish to associate.
Once done, re-export the invoice using the Actions button and Export to accounting system.
🔹 Object Not Found: Something you're trying to use has been made inactive
This message often appears when you have merged 2 clients in your QuickBooks. By performing this operation, the ID used by Plannit is no longer valid. It is therefore impossible to export this invoice to the customer's QuickBooks folder.
How do I fix this so that the invoice in Plannit can be exported to QuickBooks?
In the invoice, click on the Actions button and select Accounting system verification tool.
Select Reset link with QuickBooks online as you can see that the invoice in Plannit is the same as the one in QuickBooks.
Return to the invoice in Actions and select Export to accounting system.
🔹 Invoice number already exists in invoice, sales receipt or credit memo
The invoice number in QuickBooks already exists. This error message occurs regularly when you create credit notes in QuickBooks. Since credit notes use the same number sequence as invoices, Plannit has no way of knowing that it should skip a number in the sequence when you create documents directly in QuickBooks.
How can I resolve the situation so that the invoice in Plannit exports to QuickBooks?
There are two solutions, depending on your situation:
If it's the same invoice as the one in Plannit, open theAccounting System Verification Tool using the Actions menu and click on Link to QuickBooks online.
Once done, re-export the invoice using the Actions and Export to accounting system buttons.
If this is not the same invoice as the one in Plannit, click on Add suffix to invoice number, for example “-2”.
Once done, re-export the invoice using the Actions and Export to accounting system buttons.
🔹 Error with invoice: Invalid Reference Id
When associating your product catalog with your QuickBooks account chart, you used a QuickBooks product category instead of a simple product/service item account.
How do I fix this so that the invoice in Plannit exports to QuickBooks?
Go to the invoice you want to export and click on each item in the invoice. Make sure each item is linked to an item in QuickBooks.
Exporter votre facture manuellement à l’aide du bouton Actions.
De façon à vous assurez que ces items sont bien liés dans votre catalogue de produits et services, allez dans vos paramètres, sous l'onglet Produits et services et assurez-vous que tous les items sont liés à un item dans QuickBooks.
