OfficeRnD can be integrated with QuickBooks and Xero. The integration ensures smoother operations for your accounting team. However, sometimes when you sync invoices you might encounter errors caused by different reasons, such as incorrect data in the customer profile or an invalid operation due to limitations imposed by the status of the document in the accounting system. Use the next table as a guide towards resolving some of those errors.
Web Site URL does not have the correct format.
|Check the customer profile in OfficeRnD. The URL value should be updated to a proper URL address or entirely removed.|
The name supplied already exists. Another customer, vendor or employee is already using this name. Please use a different name.
|Verify that the customer record exists only once on the accounting system side. This error usually comes up if the customer is entered as a vendor as well.|
The customer you have specified has been deleted. You cannot create or edit a transaction with a deleted customer.
The contact with the specified contact details has been archived. The contact must be un-archived before creating new invoices or credit notes.
|This error indicates that there used to be a profile for the customer in the accounting system and it no longer exists. If it has been archived, un-archive it in the accounting system. Alternatively, you can disconnect the customer profile in OfficeRnD from the accounting system using the Disconnect button at the top of their Billing Details section. This will enable OfficeRnD to create a new profile for the customer in the accounting system.|
Invoice not of valid status for modification.
Credit Note not of valid status for modification.
|This error indicates that the status of the document in the accounting system doesn't allow any modifications to be applied to it. That mostly happens if the invoice is voided. To complete the sync operation, un-void the invoice in the accounting system.|
|This document cannot be edited as it has a payment or credit note allocated to it.||This error indicates that a payment or a credit note is allocated to the invoice in the accounting system. As the invoice is considered paid and the payment/credit note operation has occurred outside of OfficeRnD, the system cannot complete the sync operation.|
|Payment amount exceeds the amount outstanding on this document.||If you have allocated an overpayment to an invoice in the accounting system, OfficeRnD will be unable to sync it as it doesn't yet support overpayments. You can enter a manual payment in OfficeRnD to mark the invoice as paid and disable it from syncing with the accounting system in future.|
|Bank account status invalid for payment creation||This error comes up when you enter a payment of a type which cannot be synced in the accounting system. It indicates a problem with the Payment Accounts mapping in the accounting system integration configuration in OfficeRnD. To resolve the error, you need to map the invoice payment type to a proper account in the accounting system.|
|[Xero] The document cannot be edited as it is currently dated before the period lock date, currently set at ...||When your accounting team applies a lock date in Xero, all sync operations on invoices with an Issue Date prior to the lock date, are disabled.|
|[Xero] A contact must be specified for this type of transaction||
This error pops up when you try to sync an invoice where the contact is removed from Xero for some reason. OfficeRnD is trying to get connected to a previously existing contact in Xero which doesn't exist anymore.
Check why the customer was removed? To fix the issue, try creating a contact in Xero with the same email address of the member and try syncing the invoice again.