When posting your expenses to QuickBooks via integration, ExpenseIn will always prompt you to review the posting status in the Export History section of the Finance area (on the Postings tab). You'll also receive an email if one or more of your expenses have failed to post.
The Postings tab is particularly important for troubleshooting any failed posting attempts. By clicking on your failed posting, you'll be able to expand your Bills or Expenses and subsequently view the reason for any posting failures.
Throughout the remainder of this Help Article, you'll find some common troubleshooting steps for resolving any full or partial failed postings. If you continue to have difficulty successfully posting your expenses to QuickBooks, get in touch with our Support Team.
Incorrect Supplier Reference
ExpenseIn has been unable to find the Supplier reference provided for this expense in QuickBooks.
To check the supplier reference used (e.g. User reference or static field), refer to your QuickBooks Integration mapping settings. You'll need to ensure that the User reference/static field used exactly matches the Supplier reference in QuickBooks.
Incorrect Payment Account No/Name or Incorrect Category Reference
If your posting type is Expenses, ExpenseIn was either:
Unable to find the Payment Account No/Name provided for this expense in QuickBooks. To check your Payment Account No/Name used (usually a static field), refer to your QuickBooks Integration mapping settings. Ensure that the value mapped to the Payment Account No/Name field exactly matches your Payment Account in QuickBooks.
Unable to find the Category reference provided for this expense in QuickBooks. In this case, check that the Category reference used for the failed expense is the same as the QuickBooks Chart of Account Name.
If you need to edit the expense (to select another category), follow our Help Article for editing completed expenses.
To adjust your category reference, head to your Admin area and select Categories.
If your posting type is Bills, your Category Reference is incorrect.
Incorrect Tax Rate Reference
QuickBooks will refer to tax rates with different names. Ensure that your Tax Rate References exactly match the names of your tax/VAT rates in QuickBooks.
Incorrect Class Name
The Class value assigned to your expense has not been matched to a Class in your QuickBooks setup. Check your QuickBooks Integration Mapping settings to view which field is being used to supply your class values (e.g. Static value or Custom field) and ensure the value(s) exactly match the Class Name in QuickBooks.