QuickBooks Link Troubleshooting: Difference between revisions
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Revision as of 12:17, 10 February 2017
Questions
- When executing actions from CommitCRM to Quickbooks, I get an error message that says: "Error connecting to the specified company data file." What could be causing this?
- When Importing Accounts from Quickbooks into CommitCRM I receive this error message: "Message: An exception occurred! Type:UTFDataFormatException". What can be done?
- Why do my invoices display Quickbooks Default Items (CMT Default Item)?
- Using Old QuickBooks edition does not work with CommitCRM?
- When generating an invoice I get this error in a popup: "There is no disk in the drive"
When executing actions from CommitCRM to Quickbooks, I get an error message that says: "Error connecting to the specified company data file." What could be causing this?
Errors like this happen when QuickBooks has been re-installed or updated, and no longer grants the permissions needed for CommitCRM to preform the invoicing and import actions that the CommitCRM QuickBooks Link offers our community. Resolving this issue involves configuring Quickbooks to grant permission to CommitCRM to perform 3rd party actions in the QuickBooks Company File.
To do this: You need to have the QuickBooks Admin user login to the company file. QuickBooks integrated applications (such as CommitCRM) need the Admin user to grant permission to the company file the first time the utility is run. This allows the program to have the correct permissions to read and write transactional data to the QuickBooks data file.
- Log into QuickBooks as the Admin user
- Select Edit > Preferences and the icon for Integrated Applications
- Select from the Panel the application called CommitCRM
- Tick the application to grant it permission to QuickBooks data
- Re-open CommitCRM and try again
When Importing Accounts from Quickbooks into CommitCRM I receive this error message: "Message: An exception occurred! Type:UTFDataFormatException". What can be done?
Here’s what we know about this error– this happens in the Intuit integration components (QBFC). This means that for some reason, the QuickBooks data retrieve by Intuit QBFC contains a bad character and therefore it fails to get the data from QuickBooks and pass it to CommitCRM.
This is a very rare issue and we have been informed that according to Intuit’s forums, they already have a bug open for this (hopefully will be fixed with their next release of QBFC).
The solution they suggest is related to privileges set for CommitCRM in QuickBooks:
- Go to EDIT>PREFERENCES, select Integrated Applications.
- In the Company Preferences tab select the CommitCRM <-> QuickBooks by CommitCRM, and press Properties.
- Check the option to allow the application to access Social Security numbers, customer credit card information, and other personal data (we don’t need this data, it will help in increasing privileges and full access to the data itself).
- Select OK and close the properties window.
Why do my invoices display QuickBooks Default Items?
Items created in CommitCRM need to be synced to QuickBooks before you can create invoices for them. If an invoice is being created for an item that has not been transferred to QuickBooks, then the Invoice Creation Wizard will indicate to the user about this at the bottom of the Invoice Charges screen, and mark each of these items with a *. If an invoice is created for an item that does not exist in QuickBooks, then the QuickBooks invoice and database will reflect the charged item as the CMT Default Item.
If needed, the user can generate an invoice even when the items are not in sync, and that in this case the default item will be used; however, it's always best to create the QuickBooks item prior to creating invoices for it.
To avoid using the Default Item in your QuickBooks invoices, the system will require you to sync the unrecognized items to QuickBooks so that the charge information in QuickBooks will have the correct item information to display in the invoices.
More information on resolving this behavior can be found here and here.
There is no disk in the drive
This error is not a native CommitCRM error message. You can try Googling "There is no disk in the drive." and find some things possibly related such as this article and also this may be relevant.
Another user reported this issue and wrote the following:
"It does appear to be a bug in the QuickBooks SDK. One thing worth noting is that it appears to be caused by USB multi-card readers in our desktops here. We are using QB 2010 Premier. Disabling the drive letters in Disk Manager resolves the error Here’s a link to more details from developers experiencing the same issue: https://idnforums.intuit.com/messageview.aspx?catid=7&threadid=13333
Another thing that worked was to set the registry entry "ErrorMode" to 2. HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Windows\ ErrorMode REG_DWORD 2”