There is an invalid reference to QuickBooks DepositToAccount

There is an invalid reference to QuickBooks DepositToAccount "" in the SalesReceipt.

This error happens with new QuickBooks files. Orders are held in a staging account, usually undeposited funds, before they are matched with deposits. You need to create an account called undeposited funds. Here are the steps:

  1. Login to Connex.
  2. Select your connection and click configure.
  3. On the left, click refresh drop downs.
  4. In QB, open a customer record.
  5. Create a new invoice.
  6. Create a new payment.
  7. In QB, go to lists and click chart of accounts. You will see undeposited funds in the list:und.png
  8. In QuickBooks, go to file and click update web services.
  9. Check the box to the left of Connex.
  10. Click update selected.
  11. In Connex, click my connections.
  12. Select your connection and click configure.
  13. Scroll to the bottom and verify that undeposited funds is selected in the bank account drop down.
  14. In the wizard, click next.
  15. Change your sync dates.
  16. Finish the wizard.

Future orders will now sync correctly.

There is an invalid reference to QuickBooks DepositToAccount "XX" in the SalesReceipt.

You have removed or changed the name of an account in QuickBooks. Follow steps one through three of the instructions above. Run the web connector. Return to the set-up page and choose another deposit account.

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