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Error “ReceivePaymentAdd CustomerRef: required field is missing” when syncing with QuickBooks

During a sync with QuickBooks, users may notice an error related to Customer Payments like: ReceivePaymentAdd CustomerRef: required field is missing End of ReceivePaymentAdd insert {61FF7788-2F27-4B2E-821A-F775D2D4F04F}: payment line {97DAE698-CB7B-4E39-9FCE-36F28FBAE2B2} This can be caused if a Payment Method in Acctivate is

Posted in QuickBooks and Sync

“QuickBooks error message: Invalid argument. The specified record does not exist in the list.” When syncing Invoices or Credit Memos

During a sync with QuickBooks, users may notice an error like: There is an invalid reference to QuickBooks Item “{item name}” in the {Invoice or CreditMemo} line. QuickBooks error message: Invalid argument. The specified record does not exist in the

Posted in QuickBooks and Sync

Journal synchronization error: Transaction split lines to accounts receivable must include a customer on that split line.

Users may receive the following synchronization error if GL Accounts have been set at the Warehouse level in Configuration Manager. SubmitGLJournalBatch: error while creating journal entry 1555: There was an error when saving a General Journal transaction. QuickBooks error message:

Posted in QuickBooks and Sync

Warning Invoice “A payment with ref XXXX for $XX.XX is applied to invoice XXXXX, which would cause the invoice balance to become negative…”

“Warning Invoice A payment with ref XXXX for $XX.XX is applied to invoice XXXXX, which would cause the invoice balance to become negative. Please review this invoice and payment in QuickBooks.” This warning comes up in your QuickBooks sync log

Posted in QuickBooks and Sync

Synchronizing with a New QuickBooks File

Customers contact our support team regarding the ability to synchronize their current Acctivate company file with a newly created QuickBooks file. The most basic answer to this question is “don’t do it“. Below is an explanation of what happens when

Posted in QuickBooks and Sync, Technology

Add or Edit Payment Terms

In addition to the standard payment terms available in Acctivate (Net 30, 10, COD, etc…), user can add, make changes, or remove terms. These modifications to the terms list take place within Quickbooks and are then synced over to Acctivate.

Posted in Configuration, QuickBooks and Sync, Sales

Summarize COGS by Customer / Job

When configuring the Sales and Cost of Goods Sold account mapping, there is an option that can be enabled allowing COGS journals to be summarized by the Customer / Job on the invoice. To toggle this option navigate to File> Configuration

Posted in Accounting, QuickBooks and Sync

Credit Proof vs. Credit Memo

In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo  to open the credit window. If the customer will return the unwanted item, it may be necessary to provide

Posted in Customer, QuickBooks and Sync, Sales

Deleting Customers from Acctivate

You have old, inactive or duplicate customer records, now you want to delete them.  Acctivate does not allow users to delete customers once a record has been created.  While it may sound like a simple click of the mouse or

Posted in Customer, Database, Other Applications, QuickBooks and Sync

Before upgrading your version of QuickBooks

Although it is important to regularly back up your company file,  it is very essential to back up both Acctivate and your Quickbooks files when you are upgrading your version of Quickbooks. For more information on how to backup Acctivate click

Posted in QuickBooks and Sync
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