QuickBooks FAQ

QuickBooks FAQ’S

QuickBooks Connector not Working. Use for any of the following problems.

I'm not able to import my sales receipts.

I'm not able to import my journal entry.

I'm not able to import my invoices.

The connector won't connect.

Troubleshooting steps 

1. Check to see if they have multiple instances of the connector running.
2. Turn off Anti-Virus
3. Try a different browser.
4. Select the Logout button. Close the Browser and log back in.
5. In QB, Go to Preferences > Integrated Applications > Make sure OrderPort Connector can read/write the Company file.
6. If you are using QuickBooks Desktop the Files must be opened in a specific Order. QuickBooks Desktop – OrderPort Connector – Connector.orderport.net

Slow Speeds when Importing Sale Receipts for QuickBooks Desktop

1. Launch QuickBooks Desktop and wait until the system displays the No Company Open screen.

2. Click the File menu and select Utilities.

3. Choose Repair File and Network Problems.

4. When the dialog box appears, click OK.

5. The File Doctor will restart the application with administrator rights. Click Yes when the dialog box appears.

6. Tap the Wrench Icon to open the application and click Continue.

7. Once you log into your file, the utility will now start working on repairing.

8. From the Advanced Settings option, select File Diagnosis Only.

9. Click Next. Once the system prompts, open your file and check for any issues.

How are orders flagged to import? 

We have two types of orders that are exported:

• Sales receipts
• Invoices 

How orders are flagged for import in QB:

• All Sales Receipts are flagged for import if funds have been captured.
• All Invoices are flagged for import no matter what

Here is how we determine if an order is exported as an Invoice or Sales Receipt:

• Sale Receipt

• Any captured order that has the following specifics:

1. The customer class type is NOT in this list: Distributor, Wholesale, Restaurant
2. Was placed using the following payment method:

• credit card
• card on file
• cash
• gift card gift certificate
• check
• PayPal 

Invoice

• Any order that is not a Sales Invoice

• the customer class type is in this list: Distributor, Wholesale, Restaurant
• we don’t care what payment method was used.

Object Reference not sent to the instance of an object error.

This error means that something is not mapped at all or is mapped incorrectly. For further assistance please contact helpdesk@orderport.net.

Undefined error

This error usually occurs when the page has timed out. You will need to logout and close the browsers. Then Reopen the QuickBooks Connector. 

Import Failure Reason “The QuickBooks Inventory item (name) has a start date that is after the date of transaction. The item’s start date must be on or before the transaction date.”

This warning appears if the date on the transaction you're trying to create comes before the As of date of the inventory item. Please ensure that the date of the transaction is the same date when you started tracking the quantity on hand of this item.

To verify the date, have the client complete these steps in their QuickBooks Online account:

1. Click the Gear icon.
2. Under Lists, select Products and Services.
3. Find the item that you're trying to use on the transaction.
4. Click Edit in the far right.
5. In the Product/Service information page, go to the Quantity on hand section.
6. Click the Starting value link and click Got it! when prompted.
7. In the new window, verify the As of date.
8. If it's wrong, you can change it. If it's correct, then leave it as it is and click Save and close.

Failed to get Company Name or No Company Name is displayed on QuickBooks Online

This means OrderPort was unable to Connect to QuickBooks and you need to Log out and close the tab. Then reopen the link and sign in. 

If you see QB Company: QBD  

This means you are using the wrong URL as you have a QuickBooks Desktop account. Make sure you follow the QuickBooks set-up guide on how to properly log in to QuickBooks Desktop.

In QuickBooks Online if you receive the message “An error has occurred” while importing sale receipts or Journal Entry.

Verify that your mapping is correct. If you have and that still does not work, make sure you do not have a QuickBooks Essentials Subscription. You must have a QuickBooks Plus subscription.