QuickBooks Link Troubleshooting
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 recieve this error message: "Message: An exception occurred! Type:UTFDataFormatException". What can be done?
- Why do my invoices display Quickbooks Default Items?
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 recieve 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 Commit, 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?
When updating your items and accounts in CommitCRM, the updated items and accounts need to be synced with their counterparts in the QuickBooks database, or else the items lose cohesion, and cannot be linked in your invoices. The CommitCRM system passes information to the QuickBooks system that includes the link to the items used in the charges issued. If the QuickBooks link decides to use a default charging item, then this is usually caused when the items in CommitCRM or QuickBooks have been updated, and not synced to the other side.
More information on resolving this behavior can be found here and here.