Error
Failed Creating Item "Service-" in QuickBooks Online If Necessary
Cause
This can be caused for a number of reasons. Usually this is caused by a GL entry missing an account. Recently this error is being presented because ConnectWise PSA is failing to load the Revenue-Agreements Products Line. Mobius needs these lines to successfully batch over the invoice.
Examples
To verify this is the issue, You will need to look at your GL Entries on the invoice or credit memo that will not sync over
- Navigate to Finance > Accounting Interface > Unposted Invoices > Click on Invoice or Credit Memo > Click GL Entries at the top of the screen
2. If you are missing the "Revenue-Agreements Products" lines, then this is the root cause of why the invoice will not batch.
There have been some cases reported where some of the Products will map but some will not. In this case you will want to take the total invoice amount and start deducting line items in the GL Entries Tab. If the Revenue Lines, Revenue-Agreements, Revenue-Agreements Products, and tax lines do not add up to the total, you are also affected by this issue.
Resolution
ConnectWise has announced the the patch will be released on January 10, 2024 at 9:00 PM EST
When this issue is released, follow the steps below to update GL Entries:
- Verify the Invoice is closed and not batched over.
- Navigate to Finance > Accounting Interface.
- Navigate to the Invoices tab and select all invoices.
- Select Actions > Update GL entries.
After completing these steps, GL Entries should be updated again on the invoice selected.
Alternate Cause
If you have checked for this and all GL lines are present then the issue is the account is missing from one of your GL Entry line items.
Example:
Alternate Resolution
I find it useful to refer to our Account was not specified knowledge base article to identify which mapping is missing and how to fix it on the fly. Ultimately, you will need to add that mapping to your GL Account Setup Table in ConnectWise. Our GL Account Mapping knowledge base article walks you through the steps on how to add a new GL Mapping to ConnectWise PSA.
Still need help?
- Navigate to Finance > Accounting Interface > Unposted Invoices > Click on Invoice [NUMBER] > Click GL Entries at the top of the screen
- Navigate to System > Setup Tables > GL Accounts > click export in the top right corner of the screen.
- (NOTE: Please make sure you adjust your view to 200 items per page so all GL Accounts are exported)
- In ConnectWise navigate to Procurement > Product Catalog > "[NAME]" > send me a screenshot of the product information screen
