Common problems when importing into QuickBooks Desktop

Common problems when importing into QuickBooks Desktop

Overview

This article will explain solutions to common problems that you may encounter when exporting from SalesPRO and import into QuickBooks.

You can't change the type of a name or add duplicate name.


This can occur if you attempt to import an employee whose name matches that of an existing customer or vendor. QuickBooks does not allow customers, vendor and employees to have the same names.

You cannot associate an Item with Sales Tax Payable, Undeposited Funds...


There are a number of problems that can cause this error to occur but the most typical causes are

  • When importing an invoice that has sales tax, the sales tax item on the invoice references an item in the QuickBooks Items list that has a type of Service.

APPLIES TO

  • SalesPRO Software

    • Related Articles

    • Error when importing into QuickBooks Desktop

      When trying to import my QuickBooks Desktop .iif file, I get the following error You cannot associate an item with Sales Tax Payable, Undeposited Funds, accounts receivable, accounts payable, or non-posting Cause There can be a number of different ...
    • Unusual data is getting added to QuickBooks Desktop

      Overview When reviewing your QuickBooks Desktop (QBD) company you may see data such as accounts, items, vendors, etc. that you don't recognize. This article will explain where some of these items may come from if you're importing SalesPRO data into ...
    • What data is exported to QuickBooks Desktop

      Overview This article explains what data is exported from SalesPRO when QuickBooks Desktop (QBD) is selected as the accounting application. QuickBooks Desktop Employees Employee Name - This the full name which is made up of the First M. Last. Home ...
    • Requirements for exporting certain data to QuickBooks Desktop

      Overview This article will explain what data is required when exporting to QuickBooks. QuickBooks Desktop Sales Tax Codes Tax Agency/Vendor. This must reference the name of a vendor in QuickBooks that is setup to collect sales tax. This is not ...
    • Update Company Database for QuickBooks Desktop Invoice Exporting

      Summary This package will update the company database so that invoices for QuickBooks Desktop (QBD) can be correctly exported from SWCS (SalesPRO). Without this package the sales tax is not included in the invoice export which will prevent it from ...