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When exporting to QuickBooks Online (QBO), you may receive the following error: Account ID is missing for the following companies: This occurs when the Journal Entry is split by company and one or more companies is missing an Account ID in ConnectWise PSA (PSA). During the export, LaborCast attempts to match companies to vendors in QBO based on the following: PSA Account ID = QBO Vendor Display Name PSA Company Name = QBO Vendor Company Name If no match is found, the vendor will be created in QBO. If the Account ID for a company is missing, the vendor cannot be matched or created. To resolve this error, follow the steps below: Log into ConnectWise PSA and select Finance > Company Finance. Search for a company that's missing the Account ID and click the Company Name. Under the Finance Details section, locate the Account ID field and enter the value that should be used in the QBO Vendor Display Name field for the company. Account IDs must be unique. Click the Save button to save your changes. Repeat as needed for |
When exporting to QuickBooks Online (QBO), you may receive the following error: Vendor Number is missing for the following members This occurs when the Journal Entry is split by member and one or more members is missing a Vendor Number in ConnectWise PSA (PSA). During the export, LaborCast attempts to match members to vendors in QBO based on the following: PSA Member Full Name = QBO Vendor Display Name PSA Member Vendor Number = QBO Vendor Company Name If no match is found, the vendor will be created in QBO. If the Vendor Number for a member is missing, the vendor cannot be matched or created. To resolve this error, follow the steps below: Log into ConnectWise PSA and select System > Members. Locate a member that's missing the Vendor Number and click their Member ID. Under the System section, locate the Vendor Number field and enter the value that should be used in the QBO Vendor Display Name field for the member. Vendor Numbers must be unique. Click the Save button to save your changes. Repeat as needed for all |