Generating batches from your Sera account into your QuickBooks Online account is fast and easy, however, sometimes sending an invoice, payment or refund results in an error. It is usually an issue in QuickBooks that is causing this error.
Some common QuickBooks errors are detailed below. Please reach out to help@sera.tech if you are not able to resolve your error message below or if your error message is not found.
| Error Message | Solution |
| Duplicate customer name exists. Could also present as 'The name supplied already exists.', or 'Duplicate name error.' | The name of the customer that you are sending over already exists in your QBO account as an employee or a vendor. Please check the Accounting Key in Sera's record for this customer against your Vendor list and your Employee list in QuickBooks. QBO does not permit duplicate names between customers, vendors and employees. |
| Account Period Closed, Cannot Update Through Services API: The account period has closed and the account books cannot be updated through through the QBO Services API. Please use the QBO website to make these changes. | Your business has chosen to close the time period for updates that you are attempting to update. Please reach out to your QBO admin, or Accounting rep to advise that you need to add or adjust transactions within a closed time period in QBO. |
| A business validation error has occurred while processing your request: Business Validation Error: You can't void this transaction because it has never been saved. | The invoice that you are attempting to void was never created, or has been deleted in your QBO account. You can mark the transaction as Do Not Batch within your Sera invoice under Invoice Actions to discontinue attempts to batch this invoice in the future. |
| Duplicate Document Number Error: You must specify a different number. This number has already been used. | The invoice number already exists in QuickBooks for this invoice number you are attempting to create. Please alter the duplicate in QBO. |
| Invalid Reference Id: Product/Service assigned to this transaction has been deleted. Before you can modify this transaction, you must restore (name). Could also present as 'Invalid Reference Id: Line.SalesItemLineDetail.ItemRef Code: 2500' | The Service in QBO has been marked as Inactive. Please re-active the item in your QBO account and attempt to resend the invoice. |