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 causes for this type of error but
the most common occurs when the sales tax item on the order being
imported is not setup in QuickBooks Desktop (QBD) or it is setup in QBD but as a
Service item instead of a Sales Tax Item.
Resolution
First identify the sales tax code that is being used on the order(s)
being imported. You can do this by looking at the order in SWCS (SalesPro) Order
Entry. Then open the Items List in QBD and locate the matching
sales tax item.
-
If you don't see one then add a sales tax item to QBD using the same name as the sales tax code in SWCS.
-
If you have a sales tax item in QBD, check its
type. If it's setup as a service type then that is most likly the cause
and needs to be fixed. You won't be able to change the type of this
item in QBD so first try to delete it. If it's not being used
you'll be able to delete it. Once deleted you can add the sales tax item
correctly and try the import again. If you can't delete it then you'll
need to add a new sales tax item to QBD with a different name,
rename the matching sales tax code in SWCS and re-export the affected
orders.
Related Articles
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 ...
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 ...