Troubleshoot Quickbooks Online errors in Focus 2

Troubleshoot Quickbooks Online errors in Focus 2


Summary

Sometimes an export or other function may not work as we hope. Below is a guide to finding the rationale, enabling the user (and Support) to resolve the issue. 

1) In this example, a user attempted to export a customer into a connected Quickbooks Online account. Note the error message in the upper right-hand corner. 



2) To diagnose the problem, go to the upper right-hand corner and click Tools. Then, in the drop down menu, select Background Jobs. 



3)  The user may need to filter the date, user(s) or accounts at the top to ensure they can find the issue for the user experiencing it. Sometimes the list will have multiple entries. Below you see a single entry. 

Once filters are set, click the eyeball on the right to see more detail. 



4) You will be taken to this page. Click the blue History banner below. The error message should help the user, or support to find the next steps to resolving the issue. 


Also consider:

5) Display names must be unique, per QBO rules. Make sure the customer's display name is not already in use. QBO will allow two customer with the same name, but the display names cannot match, per QBO rules. 

6) Avoid:
      a) using colons in the name or display name. QBO uses these for special purposes and is likely to reject customer names with a colon. 
      b) using unnecessary spacing. EX "George  Foreman" with 2 spaces between the names instead of one. 


NOTE: When exported, the following data is transferred from Focus 2 to Quickbooks online.

Customers

  • Customer Name (full)
  • First Name
  • Middle Initial
  • Last Name
  • Company Name
  • Taxable 
  • Tax Exempt Reason (if not taxable)
  • Email Address (only one is sent; the selected one is the 1st entry in the array of Email Addresses that are part of the customer object in the DB), truncated to 100 char
  • Phone Numbers (up to three for primary phone, mobile, and fax, depending on the Phone Label assigned to the number in WOE2)
  • Billing & Shipping Address (only primary shipping from WOE2 is used)
    • Address 1, Address 2, City, State, Zip, Country
  • Terms

 Orders 

  • Order Number
  • Balance
  • Order Created On date
  • Billing and Shipping Address 
  • Sidemark (truncated to 31 char)
  • Line Items
    • Description of the line item
    • Amount as ItemPrice * Quantity
    • Product name
    • Quantity
    • Item Price
  • Additional amounts
    • Amount as either Item Price or negative Item Price depending on whether it's a surcharge
  • Additional Charges
    • Amount as amount * quantity
  • Customer
  • Accounts receivable account
  • Tax code and amount
  • Terms
  • Department  (location)

 Payments

  • Received On date
  • Reference Number
  • Memo
  • Linked Transaction indicating the order to which it's attached
  • Amount
  • Payment Method truncated to 31 char
  • Customer
  • Accounts receivable & deposit accounts

 Purchase Orders 

  • Total
  • Created On date
  • PO Number
  • Shipping Address
  • Line Items
    • Line Number
    • Description
    • Amount as Item Cost * Quantity
    • Product name
    • Quantity
    • Item Price
  • Additional Charges
    • Amount as Cost
  • Vendor information (Name and ID)


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