QuickBooks Online - Common Setup & Sync Issue
In this article
Find the message that stopped your QuickBooks sync. Correct the matching setting, then sync the order again. For a new connection, start with Connect YoPrint with QuickBooks Online.
Find the sync message
Start in Settings > Apps.
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Open the ⋮ menu on the QuickBooks Online card.
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Select View logs.
Read the error message for the affected order. Choose the section below that matches the message.
If the log has no message for your order, check the order and its QuickBooks invoice.
For 6240: Duplicate Name Exists, follow the customer mapping steps.
Complete tax setup in QuickBooks
If YoPrint reports Tax Account Not Setup, complete the tax setup for the connected QuickBooks company.
In QuickBooks Online
These steps happen in QuickBooks Online. Its screens may have changed since these pictures were taken. Follow Intuit's sales tax setup guide, or its VAT setup guide for a VAT company.
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Open the tax area in QuickBooks and complete the setup for your company. In the current US navigation, use All apps > Sales Tax. The picture shows the earlier Taxes navigation.
Return to Settings > Apps in YoPrint. Open the QuickBooks Online card’s ⋮ menu and select Edit. Check Accounts and Tax Accounts using the connection guide.
Enable shipping, discounts and deposits in QuickBooks
YoPrint checks whether shipping, discounts and deposits are enabled in QuickBooks. If it reports Deposit, Shipment or Discount as not enabled, check your QuickBooks sales form settings.
In QuickBooks Online
These steps happen in QuickBooks Online. Its screens may have changed since these pictures were taken. See Intuit's guide to company settings.
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Open QuickBooks Settings and choose Account and settings. The earlier menu in the picture calls this Company Settings.
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In Sales > Sales form content, turn on Shipping, Discount and Deposit. Save the settings.
Return to Settings > Apps in YoPrint. Open the QuickBooks Online card’s ⋮ menu and select Edit to check the connection. Then sync the affected order again.
Resolve a duplicate document number
A Duplicate Document Number message means the invoice or purchase order number is already in use in QuickBooks. Find the existing document before deciding which number to change.
For a YoPrint invoice, edit the existing invoice number, then sync the order again. For example, add a distinct suffix to separate two documents that use the same number.
If the duplicate is an unwanted document in QuickBooks, you can remove that document instead. Check that it is the duplicate you intend to remove before changing your books.
In QuickBooks Online
The numbering option below is in QuickBooks Online. Its screens may have changed since this picture was taken. See Intuit's custom invoice number guide.
Turning off Custom transaction numbers hides the Invoice no. field on your QuickBooks sales forms. To correct an existing invoice’s number in YoPrint, use the invoice-editing link above.
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Turn off Custom transaction numbers in Account and settings > Sales > Sales form content. Save the setting.
After correcting the conflict, sync the order again and check its invoice.
Set the starting number when moving to YoPrint
Use Generated Number Sequence when moving from another system to YoPrint. Choose a starting number that follows the numbers you already use.
To correct an existing invoice’s number, edit that invoice.
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In Settings, select General.
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Select Generated Number Sequence.
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Select the pencil beside Invoice Starting Number.
Purchase order numbers
Select the pencil beside Purchase Order Starting Number instead.
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Enter the New Starting Value for your sequence.
Purchase order numbers
Enter the value in Change Purchase Order Running Number.
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Select Save.
Purchase order numbers
Select Save in the purchase order dialog.
Check the result or get help
Sync the affected order and check its QuickBooks invoice. If the same error remains, contact YoPrint Support with the order number and exact error message.