Service Titan Knowledge Base

Fix common QuickBooks errors - QBOLast updated on 08/30/2022

Find the most common errors experienced when exporting transactions from ServiceTitan to QuickBooks and how to fix them.


Things to know

  • The errors below are generalized. For example, where it says “Business Unit Name” the specific name of the business unit experiencing the error would appear. Likewise, the pound sign (#) indicates where a number would appear in the error.

  • Sometimes QuickBooks won’t accept the information on the first export or Web Connector run. Try to export again after if your attempt fails. If the error persists, see the error message solutions below.


Where you see exporting errors

  • QuickBooks Online: Exporting errors in QuickBooks Online (QBO) will show as a pop-up within QBO or on the Pending Export Report.

  • QuickBooks Desktop: Exporting errors in QuickBooks Desktop (QBD) will show on the Pending Export Report in ServiceTitan.


Read errors in QuickBooks

Typically, the first part of a QuickBooks error will generally specify where the error is occurring (Customer list, Item list, etc.) and what item is causing the error (the specific service, customer, business unit, etc.). The second part of the QuickBooks error will generally explain why the error occurred.

  • Fix common QuickBooks Online errors

  • Fix common QuickBooks Desktop errors


Fix common QuickBooks Online errors

Error
Cause
Fix

Can’t export Invoice (ID=######).

Attempt to add QBO invoice has failed with the following error:

400 - BadRequest ValidationException was thrown.

6140 - Duplicate Document Number Error: You must specify a different number. This number has already been used. Duplicate Document Number Error.

You may receive this error if an invoice already exists in QuickBooks with this number.

Search your QuickBooks company file for this invoice number. If the invoice found is identical to the one you are attempting to export from ServiceTitan, it may have been entered manually and will just need to be bypassed from the Pending Export Report.

If this is a different invoice, one from previous software for example, retain this number in QuickBooks and update the invoice number in ServiceTitan. Open the invoice, click Update Invoice Details, edit the invoice # to a unique sequence, and save.

Attempt to add QBO Invoice has failed with the following error:

400 - BadRequest ValidationException was thrown.

2500 - Invalid Reference ID : Categories cannot be used in transactions. Invalid Reference ID

This error may occur if the QBO category name has the same name as the task (Pricebook service) on the invoice.

To fix this error, you can:

  • Delete the QBO category.

  • Change the name of the QBO category.

  • Change the name of the task in the Pricebook, and re-add it to the invoice

Couldn’t export business unit “Business Unit Name” the error: Can’t export Payment(ID= #######).

Attempt to add QBO Payment has failed with the following error:

400 - BadRequest. ValidationException was thrown.

610 - Object Not Found: Something you’re trying to use has been made inactive. Check the fields with accounts, customers, items, vendors, or employees. Object Not Found.

The invoice was originally exported from ServiceTitan to QuickBooks and subsequently deleted. If the invoice was manually re-entered into QB you would see this error because the payment is looking for the ID number associated with the exported invoice, which no longer exists.

Bypass payments from Pending Export Report and manually enter into QuickBooks because they cannot attach to the manual invoice.

Couldn’t export business unit “Business Unit Name”, the error: Tax code for invoice ######### is not specified.

This error indicates you have not set a tax zone for that customer’s location in ServiceTitan.

An address must have a zip code in order for tax zones to be successfully applied automatically through your settings.

First, pull up the customer’s service location and validate the address if necessary by clicking onto the orange ‘?’ to the left of the address. This will prompt to set the location to a Google validated address. If the address is not found or unable to be validated, we would at minimum, need a zip code to be manually entered.

Once the address is entered into a correct format, you will need to set your tax zones.

To set a tax zone in ServiceTitan, go to the navigation and click the Settings icon. In the side panel, click Invoicing > Tax Zones.

Here, you can assign customers to an existing tax zone or create a new one. Be sure you click Set Tax Zones when you have finished.

See Sales tax setup: Multiple sales tax zones.

Couldn’t export business unit “Business Unit Name”, the error: Account “Payment type” is not found.

This error can occur when you do not have a general ledger account assigned to your payment types in ServiceTitan or it is set to an account that does not exist in QuickBooks.

You will need to enter an asset or liability account for the payment type in ServiceTitan.

Go to the navigation and click the Settings icon. In the side panel, click Invoicing > Payment and Invoice Types. Click Edit to change the QuickBooks account for the payment type.

See Set up payment types for QuickBooks.

Can’t export Payment(ID=#######). Attempt to add QBO Payment has failed with the following error:

400 - BadRequest ValidationException was thrown.

620 - TxnID Cannot Be Linked : ##### TxnID Cannot Be Linked

Most often this happens when the customer was changed on the invoice after it was exported to QuickBooks and we can no longer link the payment to the invoice.

Search for the invoice in QuickBooks by invoice number and reassign to match the same exact customer name as in ServiceTitan.

Can’t export Payment(ID=#######). Attempt to add QBO JournalEntry has failed with the following error:

400- BadRequest Validation Exception was thrown.

2020 - Required parameter AccountRef is missing in the request

Required param missing, need to supply the required value for the API

You may receive this error if you have not specified a general ledger account for that payment type in ServiceTitan.

Go to the navigation and click the Settings icon. In the side panel, click Invoicing > Payment and Invoice Types. Click the Edit for that payment type and add the account associated with the payment.

Can't export Invoice(ID=######).

Attempt to add QBO Invoice has failed with the following error:

400 - BadRequest ValidationException was thrown.

2050 - String length specified does not match the supported length. Min:0 Max:1,000 supported. Supplied length:1,023 String length is either shorter or longer than supported by specification

This error occurs when a field exceeds QuickBooks maximum allowed characters in a given field.

You will need to see what field is exceeding the character limit, often invoice summary or item description and edit to fall within the specifications.

Map pricebook items to a QuickBooks general ledger account

Character limitations for fields in QuickBooks

Couldn’t export business unit “Business Unit Name”, the error: Can’t export ISku(ID=####,Code=##).

Attempt to update QBO Item has failed with the following error:

400 - BadRequest ValidationException was thrown.

6200 - The account period has closed. Account Period Closed

Please call support if you receive this error.

Please call support if you receive this error.

Couldn't export business unit "THC", the error: Can't export PurchaseOrder(ID=2096540).

Attempt to add QBO PurchaseOrder has failed with the following error:

400 - BadRequest Validation Exception was thrown.Details:Type field is required for Item CREATE/UPDATE requests for Minor Version 33 or above.

9032 - Type field is required for Item CREATE/UPDATE requests for Minor Version 33 or above. ItemType required in Minor Version requests.

You are attempting to export Summary Purchase Orders without a certain item having been manually created in QuickBooks Online.

Create an item in QuickBooks Online by navigating to Sales > Products & Services > New > Service. The item is classified as a service and named "Service Titan PO Item."


Want to learn more?

Go back to QuickBooks Online users for more on this topic



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