QuickBooks error message: Create operation is not allowed due to lock levelLast updated on 05/12/2023

Use this guide to resolve the QuickBooks export error Create operation is not allowed due to lock level.

Legal Disclaimer: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.

When exporting a batch to QuickBooks desktop from ServiceTitan, you may receive the following error message: "Create operation is not allowed due to lock level. Source key: ###-##-####."

1. Change the name of the old material to a different name in QuickBooks.

2. Create a new material with the same name as the material in ServiceTitan in QuickBooks and make sure it's a service.

3. Deactivate the old material in ServiceTitan.

4. Export the batch again. 

If the issue persists:

1. Check if the invoice already exists in QuickBooks. If it does, link/merge the record in QuickBooks that is preventing the creation of a new item.

2. If the equipment hasn't been exported from ServiceTitan yet, export the Pricebook file and import the Equipment list into QuickBooks.

3. If the equipment has already been exported from ServiceTitan, add the new equipment manually in QuickBooks.