Frequently Asked QuickBooks and Web Connector Questions:
Why are the shipping and or mailing addresses missing or incorrect in QuickBooks?
The Customer Contact information was not entered correctly in MetricWise. The MetricWise Install Address is the QuickBooks Customer Shipping Address. The MetricWise Mailing Address is the QuickBooks Billing address.
My contracts are not importing into QuickBooks as Estimates. The error in QuickBooks Queue Manager is "Error message: There is an invalid reference to QuickBooks Sales Rep "BS" in the Customers. QuickBooks error message: Invalid argument. The specified record does not exist in the list" .
The Sales Rep isn’t listed in either the vendor list or employee list, or if they are listed, the initials do not match the initials in MetricWise. If the initials do exist, call MetricWise Support to compare the initials.
Why am I getting the error message “Error message: There is an invalid reference to QuickBooks Item "##" in the Estimate line. QuickBooks error message: Invalid argument. The specified record does not exist in the list.”? Add detail
No Quickbooks Item Description exists for the part.
When I ran Web Connnector for a contract, nothing was created in QuickBooks. The Queue Manager List show this error message: "Error message: There is an invalid reference to QuickBooks Customer "on, Debi & Bill Henderson -MW44191:MW42458" in the SalesReceipt. QuickBooks error message: Invalid argument. The specified record does not exist in the list." Add detail
Name has been changed in MW after the contact has already been successfully imported into QB. Change MW to match name in QB or chang QB to match name in MW and reimport after marking the customer and job as inactive.
The Web Connector runs with no error messages but nothing is being created in QuickBooks. What is wrong?
At a contract is created in MetricWise, the user must place a check mark in the field Prepare Contract for Quickbooks. If the box was not checked when the contract was created it will not be imported. To check the box after the fact, locate the contract. In Detail view, click the edit link next to the “Prepare Contract For QuickBooks” checkbox. Place a check mark in the box and click the Save button. The contract will be requeued to the Queue Manager List and will be imported during the next web connector session.
When I ran the Web Connector nothing was imported in QuickBooks, why?
Contracts must be flagged for import. To verify contracts have been queued for the next import, load the QuickBooks Queue Manager List, located in the Tools menu on the main navigation menu bar.
How can I search for an item in the QuickBooks Queue Manager List? Add details
Type the customer name or contract number in the search box. All history is contained
When I check the Status of a contract in Queue Manager it says processing, what does that mean? Add Details
My item description in QuickBooks doesn’t match the contract, how can I fix this?
The item descriptions on imported estimates are taken from the QuickBooks item list in your company book. Edit the Description field for the item name in the QuickBooks Item List to display the descriptions as you would like them to appear.
Why do some of my contracts fail to import but others import successfully?
This can be caused by a mismatch between the QuickBooks Item Name and the corresponding item name in MetricWise. The error message in the QuickBooks Queue Manager list will identify the part that is failing. Locate the item name in the Quickbooks Item List and contact MetricWise Support to provide them with the item name exactly as shown.
Why are imported contracts in QuickBooks listed under the wrong Sales Reps?
This can happen when duplicate initials for vendor/employees exist in QuickBooks (perhaps a former employee had the same initials as new employee). A correction can be made in QuickBooks or initials can be changed in MetricWise by accessing the Control Panel, editing the user and changing the QuickBooks initials.