Minimum Version Required: 23.01

Pre-Conditions

Companies.GeneralAccountSystem = QuickBooks

Common QuickBooks Desktop Sync errors and how to troubleshoot them:

Journal Entry in Encompass Does Not Match QB Journal Entry:

This message appears when the sync detects a Journal No. in QuickBooks (Enc JE ID: ####) that matches a Journal Entry ID in Encompass (####) AND the Journal Entry amounts do not match
Ensure the Journal No. in QuickBooks is not being posted from another source (many QuickBooks integrations will take the most recent Journal No. and replicate it)
If the Journal Entry is from Encompass, ensure the Journal Entry in QuickBooks was not manually edited
Syncing to QuickBooks requires any validated Journal Entry match between both systems to prevent subledger discrepancies
Once the Journal Entry in QuickBooks is updated, run the sync client again

Quickbooks requires that the length of Purchases.InvoiceNum cannot exceed 20 characters:

This message appears due to a QuickBooks restriction on the length of an Invoice Number on a synced Purchase
Copy the PurchaseID(s) listed
Go to the Purchases table and select the PurchaseID(s) from the error message
Edit the Invoice Number on the Purchase(s) to be 20 or fewer total characters (including spaces)
Editing the Purchase(s) may require UnConfirming
Once all Purchases have been updated with the allowable length Invoice Number re-sync to QuickBooks

AccountID = # on JE #### has an empty string ListID:

This message appears when an Account in Encompass has not been synced to an Account in QuickBooks and Encompass cannot find an exact match (Accounts.Account, Accounts.QBAccountType)
If the Account listed does exist in QuickBooks, Encompass has already matched the QuickBooks Account with a different Encompass Account
Check similarly named Accounts in Encompass and clear the ListID field if this is a mismatch
If the Account listed does not exist in QuickBooks, create the Account in QuickBooks
Once the above step(s) have been completed, re-run the sync client

AccountID # is set as the Accounts Payable Account on APAccount ____ and is missing a ListID:

This message appears when an Account with AccountType = AccountsPayable in Encompass has not been synced to an Account in QuickBooks and Encompass cannot find an exact match
If the Account listed does exist in QuickBooks, Encompass has already matched the QuickBooks Account with a different Encompass Account
Check similarly named Accounts in Encompass and clear the ListID field if this is a mismatch
If the Account listed does not exist in QuickBooks, create the Account in QuickBooks
Once the above step(s) have been completed, re-run the sync client

Could not open QuickBooks File:

This message appears when the sync client cannot detect the QuickBooks file
Ensure your QuickBooks company file is open
In QuickBooks, press Ctrl + 1 to view the file path for your QuickBooks company file
In Encompass, go to the Companies table and compare the file path set in the Company File field to the file path displayed in QuickBooks
If these do not match, edit the Company File field to match the file path displayed in QuickBooks and then re-run the sync client
If these do match, re-run the sync client
If the same message appears, edit the Company File field to [none] and re-run the sync client with the QuickBooks company file open

The system uses the following condition to sync the purchase to QB: