QuickBooks DirectLink
QuickBooks DirectLink - Setting invoices/receipts to Not Transferred
There may be times when you need to resync invoices and receipts to QuickBooks. If these have already been synced, their flag is set to Transferred. They must set to Not Transferred or Kennel Connection will not try to sync them again. Note: You must ...
Installing & Syncing to QuickBooks 2022, 2023 and Other QB Versions.**
Intuit has changed the way QuickBooks Desktop installs in the 2022 and up versions and will require a special step during the QB install in order to sync with third-party applications like Kennel Connection. While we do not support QuickBooks or ...
QBDL error Invoices: There was an error when saving an invoice. QB error message: The transaction sales tax field cannot be left blank, even for non-taxable customers and sales which have no taxable items
This is most likely being caused by the Sales Tax feature in QuickBooks being enabled, causing QB to search for a Sales Tax field in the invoices being synced over. Kennel Connection and QB handle taxes differently, with KC taxing individual line ...
Testing the QBDL sync locally - network sync issues
If you are having trouble syncing Kennel Connection to QuickBooks to a QuickBooks company file across a network, you will need to test it locally on one computer. Close QuickBooks if it is open anywhere. Locate the QuickBooks company file on the main ...
Reset security certificate for QuickBooks DirectLink
There may be a time when you have to reset the security certificate for QuickBooks DirectLink. Close Kennel Connection. Open QuickBooks. Click on Edit. Go to Preferences. Click on Integrated Applications tab. Click on Company Preferences tab. ...
QuickBooks DirectLink isn't working for deposits/prepayments
The QuickBooks DirectLink (QBDL) isn’t working for deposits/prepayments, so now you have a large dollar amount in your accounts receivable. Each deposit needs to be made once the money is put into QB. Kennel Connection transfers the receipts, but ...
Quickbooks DirectLink installation instructions
The QuickBooks DirectLink connects Kennel Connection to QuickBooks and will sync over clients, invoices, receipts, vendors and inventory. The DirectLink will only work with the desktop version of QuickBooks. It does not work with the online version. ...
QBDL error Clients: There was an error when storing Customer Name in the customer name field. QB error message: Names in this list cannot contain a colon.
You need to remove the colon (:) in the customer name due to QB restrictions on name formatting, then re-sync.
QBDL error Clients: Customer name has not been updated to QB. Please compare the address in KC and QB and ensure they are the same and re-run the sync for clients. Invoice has been been transferred to QB because customer does not exist in QB.
The customer's address information does not match in Kennel Connection and QB. Examine the customer's address info in QB and modify it so that it matches the address information in KC. Click Edit in QB so you can see all fields.
QBDL error You cannot pay more than the amount due
This is usually due to a credit card transaction that is modified after payment is taken. Due to PCI compliance, credit cards are not allowed to be charged for more than the amount of the invoice. You will need to delete these receipts and recreate ...
QBDL error Vendor: Cannot clear the element in the Name field
Make sure that the Vendors in Kennel Connection all have names. If a name was deleted from a Vendor record in KC, QB is refusing to make the modification. Click on File, Inventory, Vendors. Click on the Inventory bubble and make sure the item is ...
QBDL error There is an invalid reference to QuickBooks Account XYZ in the items
Check the item to make sure the QuickBooks account it is connected to exists in QuickBooks. Click on File, Inventory. Click on the Inventory item. See what QBDL income account it is attached to and verify the account exists in QuickBooks. Update ...
QBDL There is an invalid reference to QuickBooks PaymentMethod in the ReceiptPayment
The payment method in KC does not exist in QB. Go into the Payment Methods lists in QB and add a Payment Method by the same name. Be sure to look for spelling variations as well, such as "Master Card" and "MasterCard". In KC, click on File, Lists, ...
QBDL error The given object ID in the field list ID is invalid
Cause 1: There is an inventory item with no Code or a description that does not match the existing code in QuickBooks and QB is rejecting that. Remedy 1: Check your inventory and make sure all items have a Code and Description. Check QuickBooks ...
QBDL error Receipts: The AppliedtoTxnAdd payment amount field has an invalid value. QB error message: You cannot pay more than the amount due.
The receipt is showing a payment greater than the amount due on the invoice, possibly due to the invoice being modified in KC after payment was taken. Confirm that the invoice in KC matches the one in QB.
QBDL error Receipts: Receipt date for customer will not be transferred to QB as the corresponding invoice has been modified after payment was received
Compare the invoice in Kennel Connection to the invoice in QB. Modify the invoice in QB so that it matches the invoice in KC. The receipt will then transfer. If this does not work, you can also try deleting the invoice in QB, finding the invoice ...
QBDL error Receipts: Customer: QBDL is unable to transfer customer to QB because the customer already exists in QB and KC cannot verify the address
The customer's address information does not match in Kennel Connection and QB. Examine the customer's address information in QB and modify it so it matches the address information in KC. Click Edit in QB so that you can see all of the fields.
QBDL error Receipts: Customer has been deleted from database
The receipt in questions is not attached to a customer, or the customer it is attached to has either been deleted or modified. Check the receipts for this date for ones marked as having not transferred to QuickBooks. Confirm that the customer ...
QBDL error Object specified in request cannot be found. Receipt date: Invoice has not transferred to QB.
QuickBooks does not recognize an item in the invoice this receipt is attached to. Make sure all items in the KC invoice are also in the QB invoice. If invoices appear identical and the receipt still won't sync, try deleting the invoice in QB, ...
QBDL error loadXML failed, XML document must have top level element
This error is being caused by QuickBooks and not Kennel Connection. If you are running QBDL with the auto sync and get this message, if you disable the auto sync, you won't see this error any more. Please note: The remedies below were recommended ...
QBDL error Invoices: There was an error adding, modifying or deleting invoice because it is already in use. QB error message: The transaction could not be locked. It is in use by another user.
The item in question was being used on another computer in the network while the sync was in progress. Try re-syncing.
QBDL error Invoices: There is an invalid reference to QuickBooks InvoiceLineItem SalesTaxCode Z in the invoice line
In order to sync taxes, the QuickBooks DirectLink needs to be pointed to KC Taxes. This error says it's pointed to Z. Click on File, Business Info, QuickBooks tab. Repoint taxes to KC Taxes.
QBDL error Invoices will not be transferred to QB as this item is linked to an invalid income account in QB
The inventory item on the invoice is attached to an Income Account that does not exist in QuickBooks. Reattach the inventory item to an existing QB Income Account in the Inventory screen in File, Inventory.
QBDL error Invoices number will not be transferred to QB as the item for the CODE is blank
There must be a CODE on the invoice line item in order for QB to recognize it. Check the invoice to ensure there is a proper CODE in the invoice and that this CODE exists in the inventory section.
QBDL error Invoice # does not have any items and will not be transferred to QuickBooks
QuickBooks is seeing this invoice as blank. Check the invoice to see if there are items listed. If items were typed into the description column with no code selected, there is no identifying inventory code and it is seen as a blank invoice. Choose ...
QBDL error Inventory: There was an error when saving an Item Payment list, element ITEM
Check in QuickBooks to see if the description of the ITEM is the same, or if it is under another account in QB.
QBDL error Inventory: Account name is a duplicate QB account. Kennel Connection is trying to add this as a XXX account
Reconnect the inventory item to the proper account. In the inventory screen, click on the browse box next to the QBDL Income Account and select the account from the drop down menu to ensure the account link is still correct.
QBDL error Insufficient permission level to perform this action
This means the login you are using for QuickBooks does not allow you to make such modifications. You will need to be logged in as the administrator.
QBDL error 9, subscript out of range
You will need to go through the invoices/receipts/returns and check for the following issues: Check for invoices with too many items - 500+ items Check for invoices with zero items. They may have items listed but quantities of zero, or could just be ...
QBDL error Error 6, overflow
This is usually caused by having too many numbers in the QTY field of an invoice (the QTY field says 2050000 for example). KC should tell you the invoice getting the error. Go to Accounting, Invoices, open the Invoice and make sure the QTY field has ...
QBDL error CreatePaymentFromKC resulted in error at line X. Connection is busy with results for another command
This can be caused by KC and QB losing connection when performing the sync. It can happen when syncing a long date range or a large number of invoices and receipts. In KC, click on Utilities, QuickBooks DirectSync and do the sync again for this date ...
QBDL error Clients: There was an error adding, modifying, or deleting XXX because it is already in use
This error is cause by the item being locked in QuickBooks, most likely because it was being accessed during the QBDL sync. Make sure no one is using QB at the time of the sync. To ensure that a record does not remain locked, close all screens in ...
QuickBooks DirectLink and slowness
There are two options when using the QBDL: automatic or manual. If you have KC set up to automatically sync, then every time you create an invoice, client record, take payment, etc, KC is trying to sync that with QB. This can slow your system down ...
QBDL error Receipts: Receipt date for customer will not be transferred to QB as its an invalid receipt
This error is happening because QuickBooks does not recognize the amount of the receipt. Since this error does not reference an invoice, it is most likely because the receipt is for a payment of a negative amount. If the receipts in question were ...
QBDL error Invoices - there was an error saving invoice. Transaction amount must be positive.
QuickBooks will not accept invoices with a negative quantity. Check to make sure that no invoices in Kennel Connection have a negative quantities (except for Refund Invoices created in Accounting>Invoices). If you cannot find any invoice with a ...
QBDL error attempt was made to modify an item with a date that is on or before the closing/dividing date
QuickBooks has a closing date for each Tax year. If the date is passed, you cannot make any changes to invoices or receipts. This is an issue with QuickBooks. Here is a link to search Intuit KB. http://support.quickbooks.intuit.com/support/ You ...
QBDL error Customer has not been updated to QB. Compare the address in Kennel Connection and QuickBooks
This error means the customer's address does not match in Kennel Connection and QB. Remedy: Examine the customer's address info in QB and modify it so that it matches exactly with the address info in KC.
On hand quantities do not match between Kennel Connection and QuickBooks
If you notice the inventory on hand quantities are different between Kennel Connection and QuickBooks, make sure the right settings are enabled. Click on File, Business Info, QuickBooks DirectLink tab. Check the box for "Update inventory quantity on ...
Invoice numbers do not match between Kennel Connection and QuickBooks
When syncing invoices to QuickBooks, you may notice that they have a different number in QuickBooks than they do in Kennel Connection. This is something QuickBooks does on their side. There is nothing you can do in KC to fix it. However, you can ...
QBDL error QuickBooks did not allow any data to be shared with it
You can set Kennel Connection to automatically sync with QuickBooks. In order for the automatic sync to work, QuickBooks needs to be installed on every computer in your network. This error means QB is not installed on this computer. You can ...