QuickBooks Desktop: Troubleshooting – LMN

If your QuickBooks Company File is stored in a Shared Folder and you are attempting to connect the LMN Sync Tool for the first time and receiving the following error message:

The following workaround may assist:

Open up your File Explorer (or search for 'File Explorer' on Windows).
Click File Explorer.
Locate your Quickbooks Company File (typically along the lines of Drive:\Users\Public\Documents\Intuit\QuickBooks\Company Files\XXXXX.qbw) and keep this window open.
If the LMN Quickobooks Sync tool is open, close it down and re-launch it.
On the LMN Quickbooks Sync tool, click Step 2 > Next > Choose > your Shared File should appear now.

NOTE - some 3rd party antivirus applications (ie. BitDefender, Norton Antivirus) could be blocking the connection between the LMN Sync Tool and your QuickBooks company file. Try disabling/uninstalling that software and attempt to reconnect the Sync Tool. The sync tool and QB application should also both match for either "Running as Administrator" or not running as administrator. If QB is set to run as Admin, the sync tool should be too, for example.

If your problem still persists, please contact Support for further troubleshooting.

ERROR: Unable to Connect to Service

If you change your LMN login credentials you will need to go to step #1 in the LMN QuickBooks Desktop Sync App and sign in again. Otherwise you may receive this error when you start the process of importing estimates into QuickBooks. It is looking back to LMN to see which estimates are ready for import, but the Sync Tool can't actually get into LMN because the username or password has changed so you will receive that error which says "unable to connect to service."

ERROR: The Company File is Already Open

There are a variety of issues that might prevent LMN's QuickBooks Sync tool from connecting to your company file.

the company file is already open

The most popular issue is a message saying that 'the company file is already open'. Here are a variety of steps you can try to correct the issue:

The LMN QuickBooks Sync tool cannot connect to some versions of Quickbooks:

QuickBooks Online or QuickBooks for Mac
QuickBooks version must be 2009 or newer
QuickBooks Basic version is not supported for integration (QuickBooks setting). QuickBooks version must be Pro, Premier, Contractor, Accountant versions

You must be trying to connect using a QuickBooks account with ADMINISTRATOR privileges
If you're getting a message that the 'company file is already open', QuickBooks is already open and is preventing LMN from connecting. Try the following steps to correct the issue:

1. 1. 1. 1. Shut down QuickBooks and restart. Also, shut down the LMN QuickBooks Sync tool and restart. Try again.
      2. Reboot your machine. If QuickBooks is installed on a server or another machine, you MUST reboot your server as well.
      3. With QuickBooks open, press F2 (or Function + F2) and look at the file/path of your QuickBooks company file. It must match the file/path used in the LMN QuickBooks Sync tool exactly... If you're using mapped drives to connect with LMN Sync, you should use the real computer names/folders instead
        
        There is a known bug in some versions of QuickBooks. Disable QuickBooks QuickStart.
        
        From the Edit menu (in Quickbooks), select Preferences
        
        Choose the General menu and click the My Preferences tab
        
        Clear the Keep QuickBooks Running for quick startups checkbox (should be left unchecked)
        
        Click OK

If these steps fail, you should proceed to making sure all the latest updates for QuickBooks are installed. There are KNOWN ISSUES with some versions of QuickBooks that they fixed in application updates. Make sure you are running the latest and greatest version of your QuickBooks before trying any further.

Here a link to Intuit's site describing how to update to the latest. Please contact Intuit support if you're having any difficult updating your QuickBooks. LMN support staff cannot assist with this process.

https://support.quickbooks.intuit.com/support/Articles/HOW20735

ERROR: The company file cannot be closed at this time because there is another application which is using it

ERROR Message: "The company file cannot be closed at this time because there is another application (LMN QuickBooks Sync) which is using it. Before you can close the company file you must either close that application or instruct that application to end its session with QuickBooks."

Sometimes QuickBooks will not close and it says that it cannot close because LMN is still using it, even though you have closed the LMN Sync Tool as well as LMN itself. This is most likely because the LMN Sync Tool is still running in the background (processes are still running). This is a simple fix.

Easy Fix: The easiest way to resolve this issue is to restart your computer.

Quick Fix: If you would like a quicker resolution and are familiar with using the Windows Task Manager (Ctrl+Alt+Delete), you can close the LMN Sync Tool there and it should resolve the issue.

ERROR: The Email Address Specified for this Customer is Invalid, and the Transaction is Marked 'To be e-mailed'

This is an error in which will prompt when the Preferred Delivery Method for the Customer in your QuickBooks Company File is set to 'E-mail' and there is not an e-mail listed under the Customer's information or the Customer's Jobsites.

If you are receiving this error when trying to import an invoice from LMN's QuickBooks Sync Tool to your QuickBooks' Company File, make sure to look at Preferred Delivery Method the Customer in QuickBooks. Below is a screenshot of how this looks on QuickBooks Desktop:

Simply change the Preferred Delivery Method away from 'E-mail', to either 'Mail', or 'None', as shown above, or, if you wish to use e-mail to deliver invoices, add an email to the client's file (and keep the Preferred Delivery Method as 'E-mail').

Make sure to look at the Jobsites under the Customer as well, if you are still getting the error after checking at the Customer level. It is possible that the Customer's Jobsite has a Preferred Delivery Method set to 'E-mail' as well, hence why the error is still showing when you try to import invoices over to QuickBooks, even though you changed the method on the Customer level.

ERROR: There was an Error when Saving a Customer List

The following error occurs during the QuickBooks sync if you create a new customer in QuickBooks a certain way.

When you create a new customer in QuickBooks, you'll see tabs that allow you to setup the basic customer info: Address, Payment, Sales Tax, Additional Info.

But there's also a tab called Job Info. If you use this tab to add the name of the job, you will not be able to create any other sub-jobs for this customer. You will only be able to create 1 job. And that's why the error occurs. Once you add a job using this tab, QuickBooks will not allow you to add another sub-jobs - either through LMN, or even manually through QuickBooks.

Don't add jobs to the customer like this:

If you add a job using the Job Info tab like the screenshot above, you will get an error when adding other jobs in QuickBooks even without LMN Sync. Once I save the customer above, then I right-click to add another job to this customer, the following error will pop up:

How to create customers/jobs in QuickBooks so that you don't ever get this error.

In order for LMN to be able to create sub-jobs for a customer (and to avoid this error) you must not use the Job tab on the new customer screen. Instead, follow these steps to create a new customer

Create a new customer using the New Customer button
Fill out all relevant info, but do not use the Job tab
Save the new customer
Right-click the newly added customer and select the Add Job menu option.
Now you will be able to add any number of sub-jobs

If you're stuck already having created a customer using the job tab, follow these instructions to fix the problem...

Open your QuickBooks company file
Open the customer that's giving you the error
Right-click the customer and chose the Add Job menu option
When the error screen above comes up, chose the OK button. This will turn the job tab info into an actual sub-job. The customer will no longer have a job tab - all job information will be in the sub-job

Once you've followed these steps, you will now be able to create other sub-jobs for this customer and QuickBooks will no longer throw an error.

ERROR: Insufficient Permissions in QuickBooks to import Estimate

This error happens when someone is trying to import an estimate to QuickBooks Enterprise but doesn't have the required permissions in QuickBooks to do so.

Here are the permissions needed in QuickBooks for a user to successfully send over an estimate:

*Centers: - (Mixed)
Customer Center – Full
*Customers and Receivables: - (Mixed)
Accounts Receivable Accounts – Full
Estimates – Full
*Lists: - (Mixed)
Chart of Accounts – Partial (View only)
*Item List – Full (Modify is needed here especially so LMN can set your Work area descriptions in the estimate)
Customer and Vendor Profiles- (Mixed)
Terms List – Full
Sales Tax Code List - Full
Reports: - (Mixed)
Custom Transaction - Full

To fix the error, follow these permissions in your users Role in QuickBooks and then re-sync your estimate over from LMN.

XML GENERATION ERROR: The request that was issued could not be understood by the QuickBooks Request Processor. Please check the QBXML Version to make sure your request is supported

“XML Generation Error. The request that was issued could not be understood by the Quickbooks Request Processor. Please check the QBXML Version to make sure your request is supported.”
This error will typically pops up when trying to import an Estimate to Quickbooks. The most common cause is having an unsupported character like “ & “ in the customer, estimate, or work area name.

An unsupported character could also be on the line items within each estimate, and are usually the following three © , ®, ™ as these commonly appear in some materials names.

In order to properly export the estimate, these characters have to be removed. To easily find them simply open up all work areas in an estimate and press CTRL + F. This will open up a search window where you can copy and paste the characters above. If they are in your estimate, doing this will highlight them so they can be easily found and deleted!

ERROR: XML Generation Error When Exporting Invoices/Estimates/Timesheets

This is a generic error message that QuickBooks provides and could indicate several different problems:

General: This could be caused by a "&" symbol within the customer's name, contact name or jobsite name. The ampersand sign is considered a special character

Exporting Invoices: An XML generation error is commonly caused by invoices with no line items or cost. To rectify this error, simply go to the invoices section of LMN and un-queue the invoices with a $0 total.

Exporting Estimates: An XML generation error can be caused by an invalid email address in LMN, extensive notes in work/ service area(s) or $0 value in work/ service area(s).

Invalid email address: Open CRM, select customer, contacts, ensure a valid email address is listed.

Extensive notes: Open Estimate, click work/ service area(s) and reduce or remove extensive notes.

$0 workarea/ service(s): Enter value or remove $0 work/service area(s).

An item in the estimate with a character such as ® or ™ (or something similar) in its name or description will also cause this error to occur. Special characters with similar appearances to regular characters have also been reported as causing this error. I.e : ’ vs ' The former is the incorrect character with the latter being correct.

Exporting Timesheets: An XML generation error can be a result of an emoji added to timesheet notes. To resolve, open timesheet and remove the emoji which will be in the first timesheet in the error log.

ERROR: Unmatched Tax Code for Item

There is a tax code on the estimate that has not been matched to the tax codes in QuickBooks.

Make sure all your LMN tax codes are matched to QuickBooks using the LMN QuickBooks Desktop App (Step #4).
Make sure your estimate is set to use the correct tax codes (use the Change Taxes on the estimate to reset taxes for the entire estimate).

ERROR: The Tax Code Assigned to this Invoice has not been Matched to QuickBooks

"[ERROR] - (# (#)) - Exiting Import of Invoice due to an unmatched tax code. The tax code assigned to this Invoice has not been matched to QuickBooks."

If you have tax settings turned off in QuickBooks and all of your Sales Tax codes in LMN are set to EXMT or Exempt and you are still getting this error please follow these steps to fix:

Go into QuickBooks
Go to Edit and then Preferences
Click Sales Tax in your list and then Company Preferences
Change 'Do you charge sales tax' to Yes
Create a Non-Taxable Sales Tax Code if you don't already have one created as shown below.
Go back to your LMN Sync tool
In Step #3 change to Taxes ON
Step #4 match your LMN Tax code to your QuickBooks Exempt tax code
Run your Invoice sync again

ERROR: The Cost Code for Item '...' Uses Mixed Taxes, so All Taxes for this Item will be Set to EXMT. Taxes for this Item can be Updated in QuickBooks

The export is trying to summarize the items in a work area into one total but there are different taxes assigned to the items within the work area.

The estimate will be exported, but all items will be set to one tax code (this will cause incorrect tax calculations in QuickBooks).

ERROR: Missing Cost Code for Item '...' The Cost Code Assigned in LMN Has Not Been Matched to a QuickBooks Service Item

The estimate you are trying to export has a work area that been assigned a cost code, but the cost code has not been matched to any QuickBooks Service Item.

Run step #4 on the LMN QuickBooks Sync again and make sure all cost codes in LMN are linked to QuickBooks service items (a yellow exclamation will appear beside any unlinked cost codes).

ERROR: Employee is not Matched in QuickBooks

If this error comes up when trying to import timesheet hours into QuickBooks:

"Could not add time for task "x" on job "x" - employee is not matched in QuickBooks"

It means that you have not matched your employee properly in the LMN/QuickBooks sync application.

Please open the application and make sure steps 1, 2, & 3 are connected and complete. In step 4, go to where you match employees from QuickBooks to LMN and drag that employees name from the QuickBooks column to the LMN column (left to right).

Once matched, please try the Time sync again and it should work for you.

ERROR: Could not add time for EMPLOYEE NAME for MM-DD [The given object ID "XX" in the field "list id" is invalid.]

When attempting to export Timesheets to QuickBooks, if you encounter the following message:

**ERROR -> Could not add time for EMPLOYEE NAME on MM-DD [The given object ID "XX" in the field "list id" is invalid. ]

This is most likely due to LMN Jobs not being matched properly to an existing QuickBooks Job.

Resolution:

Open the LMN QuickBooks Sync Tool.
Click Settings
Click the option to Match Jobs (Step 7)
On the Match Jobs screen, toggle to "Show: Matched Jobs".
Any LMN Job that is matched to <unknown> will need to be matched to an appropriate QuickBooks Customer/Jobsite.
After completing your matching, click Save.
Attempt to run LMN Sync again.

ERROR: Could Not Add Time For Task. Payroll Item Missing.

The payroll code that's assigned to the job that employee worked on has not been setup for that employee in QuickBooks, so QuickBooks has no idea what to pay the employee.

Every employee (in QuickBooks) has payroll item(s) that dictate the wage they get paid and the chart of account that wage gets expensed to. What QuickBooks is saying is that you have an employee who doesn't have a payroll code setup that matches the payroll code LMN is trying to export.

Your payroll codes are setup in LMN under the SETTINGS menu and under PAYROLL CODES.

Your company 'default' payroll codes are found in the SETTINGS | PAYROLL menu at the bottom of that screen.

It's also possible that the job is using a custom payroll code. Your default payroll codes can be overridden in 1 of 2 places:

Look at the record(s) that are erroring out. They have a job name/id.
Job (open the Job that's raising the payroll code error. Click the PAYROLL CODES tab under JOB OVERVIEW > PAYROLL CODES to see if that job has setup custom payroll codes. Any employee(s) working on that job will have to have those payroll codes setup in their Quickbooks record)
Job Type (go to SETTINGS > JOBS > JOB TYPES, open the job type that's been assigned to the job that's raising the payroll code error, and then click the PAYROLL tab. That will show the payroll codes being applied to that job)
Lastly, you will want to check the Desktop Sync Tool > Settings > Job Costing Type. If you are using Payroll codes at the Job or Job type level, this setting will need to be set to Detailed or Simple. Using None will not work.

Error: "Use Time Data to Create Paychecks"

This error occurs when syncing Timesheets to QuickBooks and the employee does not have a certain setting in QuickBooks checked off. To resolve, please follow these steps.

1. Go into QuickBooks and the Employee Center

2. Right click the employee(s) from your error log and select 'Edit Employee'

3. Select the Payroll Info tab

4. Check off the Use Time Data to Create Paychecks button as shown below:

Once this is done, try running your Timesheet sync again which should now go through!

ERROR: Could Not Start QuickBooks (Workaround Solution)

If you experiencing the issue below, and are confident you have entered in the correct file path for your Company File, there is a workaround that can be done to resolve this issue. This tends to occur when a QuickBooks Company File is housed on a server.

Could not start QuickBooks. (Possible solution: If QuickBooks is not running you must specify a Company File.)

Open your QuickBooks Company File.
Press F2 (or Fn + F2) and a new window titled "Product Information" should appear.
Under "File Information", highlight the entire file path and right-click and Copy (see screenshot below). Press OK to close the Product Information window.
Close and completely exit your QuickBooks program.
Open your File Explorer and paste that Company File path into the URL address bar. Press Enter.
Your QuickBooks program should start running and open up to your Company File.
Open up the LMN Sync Tool, press Step 2: Connect to your QuickBooks company file. Press Next.
Ensure the correct File Path is entered (refer to Step #2 to review your File Path). Press OK.
You should see the "QuickBooks Connection Successful!" dialog box.

ERROR: Could not add time for [EMPLOYEE NAME] on [DATE]. [The QBRequestId has been used previously for another request. Please use a different Id.]

This error happens when QuickBooks is trying to use the same 'token/ID' on multiple imports which it cannot do. To fix this error please try these steps:

Close your QuickBooks completely
Restart your computer
Start QuickBooks back up and the LMN Sync tool
Re-try the sync and it should now work.

ERROR: The App Does Not Have Permission to Access the QuickBooks Company Data File

To solve this error, complete the following steps:

Open your QuickBooks and log into your company QuickBooks file as the admin.
Then, click on 'Edit' at the top of the screen. From there, click on 'Preferences'. Then, go to 'Integrated Applications'.
After this, click the 'Company Preferences' tab. Then, click on 'LMN QuickBooks Sync' and click the 'Remove' button.
After doing so, go back to your LMN QuickBooks Sync Tool and re-complete Step 2. Connect to your QuickBooks company file.
QuickBooks will now show a screen which asks you to give permission to the LMN QuickBooks Sync Tool to access your company data.

After you accept the access request, you will have successfully connected your LMN QuickBooks Sync Tool to your QuickBooks company file.

ERROR: LMN Sync Could Not Add the Customer or Job You Requested. This customer already has job information in QuickBooks.

This error occurs when you create a new customer in QuickBooks a certain way.

When you create a new customer in QuickBooks, you'll see tabs that allow you to setup the basic customer info: Address, Payment, Sales Tax, Additional Info.

Don't add jobs to the customer like this:

If you add a job using the Job Info tab like the screenshot above, you will get an error when adding other jobs in QuickBooks even without LMN Sync. Once I save the customer above, then I right click to add another job to this customer, the following error will pop up:

How to create customers/jobs in QuickBooks so that you don't ever get this error.

Create a new customer using the New Customer button
Fill out all relevant info, but do not use the Job tab
Save the new customer
Right-click the newly added customer and select the Add Job menu option.
Now you will be able to add any number of sub-jobs

If you're stuck already having created a customer using the job tab, follow these instructions to fix the problem...

Open your QuickBooks company file
Open the customer that's giving you the error
Right-click the customer and chose the Add Job menu option
When the error screen above comes up, chose the OK button. This will turn the job tab info into an actual sub-job. The customer will no longer have a job tab - all job information will be in the sub-job

Once you've followed these steps, you will now be able to create other sub-jobs for this customer and QuickBooks will no longer throw an error.

ERROR: List Element is Already in Use

A few errors can cause a similar message to pop up when importing to QuickBooks. Generally, its a matching issue and we would recommend you match or rematch Steps 4, 6, and 7 in the sync tool Settings menu.

For further troubleshooting steps, please reference below:

Estimate

This error is normally caused when the estimate already exists in QuickBooks with the exact same name and ID.

If you're receiving the following error follow the steps below to fix:

Go into your QuickBooks company file
Locate the estimate outlined in the error log
Change the name of the estimate in QuickBooks
Run the Sync tool again

Timesheets & Invoices

This error can be also be caused when importing timesheets to QuickBooks and a job is not matched in sync tool but the job already exists in QuickBooks.

If you're receiving this error follow the steps below to resolve:

Reimport timesheets in QuickBooks
You will receive a warning that jobs are unmatched in sync tool, press OK
- Drag and drop QuickBooks' job to unmatched Job in sync too
- Double-check your matched jobs - if they are matched to unknown (pictured below) rematch accordingly

Another area to check; when importing timesheets to QuickBooks and a Vendor in Quickbooks is using the same name as your Job Name, you will also get this error. If this is the case, you will want to change that vendor's name in your QuickBooks file, or the name of the Job itself in LMN before importing the Timesheet.

ERROR: LMN Sync is having trouble reading the payroll status of your employees. Please use the ‘Connect to QuickBooks’ option from the main screen to re-connect LMN Sync to QuickBooks with the necessary privileges.

Reason: the “USE TIME DATA TO CREATE PAYCHECKS” option is undefined for one or more of your employees in QuickBooks.

Fix:

Open QuickBooks
Open an Employee
Click the Payroll Info tab for that employee
On the bottom of the left side of the screen, there’s a checkbox USE TIME DATA TO CREATE PAYCHECKS
Turn checkbox on (You can turn the checkbox off again immediately if you don’t want to use Time Data for paychecks)
Save employee

Repeat for all employees.

That will fix the error. The flag can be set to ON or OFF but when an employee is first created, QuickBooks counts that flag as UNDEFINED until you specifically set the employee to ON or OFF and save your changes. Once saved as ON/OFF, the problem is resolved.

ERROR: LMN Sync Has Detected One or More Employees Who Have a Problem With their Payroll Status.

Reason: the “USE TIME DATA TO CREATE PAYCHECKS” option is undefined for one or more of your employees in QuickBooks.

Fix:

Open QuickBooks
Open an Employee
Click the Payroll Info tab for that employee
On the bottom of the left side of the screen, there’s a checkbox USE TIME DATA TO CREATE PAYCHECKS
Turn checkbox on (You can turn the checkbox off again immediately if you don’t want to use Time Data for paychecks)
Save employee

Repeat for all employees.

QuickBooks Payroll Export - Nullable object error

Timesheets must be in an approved status in order to Export. If you receive a Nullable object error message when exporting time records, the issue is that there are approved timesheets with no punch-out date/ time.

To learn which timesheets do not have a punch-out time/ date and to correct, follow these steps:

Step 1:

Generate a Job History - Time (Excel Format) report for the dates of your current payroll period. This report is found under Reports > Jobs > Job History - Time (Excel Format). (in the screenshot below, I have hidden irrelevant columns, your report will generate additional data).
Identify which Time records are missing an end date/ time.

Step 2:

Go to Timesheets and open the approved time record(s) with missing end date/ time. Set timesheet back to in progress in order to edit. Select each employee on the timesheet and edit the end time/ date by clicking the employee's name.

Step 3:

Resubmit and approve the timesheet to export to QuickBooks.

ERROR: An Attempt was made to Modify an Estimate with a date that is on or Before the Closing Date of the Company

"Import failed with the following message: An attempt was made to modify an Estimate with a date that is on or before the closing date of the company. If you are sure you really want to do this, please ask a user with Admin privileges to remove the password for editing transactions on or before to closing date (this setting is in the Accounting Company Preferences), then try again."

To resolve this error, please do the following:

Access your QuickBooks Company File
Select Edit > Preferences > Accounting.
Click the Company Preferences tab.
Click Set Date/Password.
You have TWO options on this page:
1. If you wish to CONTINUE using the Password moving forward, checkmark the Exclude estimates, sales orders, and purchase orders from closing date restrictions.
2. If you wish to DELETE and NOT use the Password moving forward, highlight and delete the Password in both fields (Closing Date, Confirm).
Press OK (twice, to get back to your Homepage on QuickBooks).
Attempt to re-sync your Estimate again.

ERROR: This Estimate Has No Services Eligible to be Imported

If you receive the following error message in the QuickBooks Sync Tool when attempting to sync an Estimate into QuickBooks, one possible cause could be that your Work Area or Service has been placed on Hold.

Access the Estimate in question, and ensure that the Work Area(s) or Service(s) does not have the Hold? checkbox selected. Uncheck checkmark the Hold box, press Save, and then attempt the import again.

ERROR: A Service Item or Tax Code Referenced by this Estimate No Longer Exists in QuickBooks

Problem… your sales taxes are set to OFF in QuickBooks, but the estimates are trying to export Sales Taxes.

Solution:

Confirm that you've turned off sales taxes in QuickBooks. (in QuickBooks, you can check EDIT | PREFERENCES | SALES TAX | COMPANY PREFERENCES – and the setting is on that screen)
Turn OFF Sales Taxes in the LMN QuickBooks Sync application. Go to OPTION #3 (Choose Your Import Settings) and turn sales taxes OFF

ERROR: There is no disk in the drive

This is a known QuickBooks issue and is not anything to do with the LMN Sync tool. After all, LMN is cloud-based and doesn't use disks!

THE WORKAROUND:

You should be able to hit Try Again (and maybe once for each drive!) and eventually it will work. This is not the easiest fix, but error is coming from QuickBooks, not LMN.

TO TRY TO FIX THE ISSUE:

Make sure you're running the latest update of QuickBooks. See if there are any available updates with your version.

QuickBooks has also released the following support FAQ:

QuickBooks Support FAQ

Microsoft has also released a suggestion for a fix, in case the issue is in the way your drives were setup:

Microsoft Suggested Fix

ERROR: Did Not Authenticate Successfully

If you encounter the "did not authenticate successfully" error when trying to first login to the LMN QuickBooks Sync tool, there are a few steps you can take to diagnose and resolve the issue.

Credential Verification

The first step in diagnosing and fixing this error is verifying the credentials are correct and that you have the correct permissions. Follow the below steps to complete this verification.

Open up a notepad / word processor such as Microsoft word on your computer.
Type in your username and password on separate lines. This will ensure they look correct.
Go to my.golmn.com and copy and paste the username and password you entered in the previous step.
NOTE: It is important you copy and paste to ensure the same credentials are used for verification.&nbsp
If the login is successful, try copying and pasting the same username and password to the appropriate fields in the sync tool. If this does not work please proceed to the next step.
Have your admin login to LMN, go the account, setup users, click on your username, click security and have them ensure you have accounting access enabled. If disabled, have then enable it and try the sync tool again.

If these steps still do not rectify the issue please proceed to the next section.

Connectivity & Diagnosis

The next possibility is internet connectivity and or computer time mismatch issues. If your internet connection is slow/unusable or you are disconnected it may cause this issue. Please follow the below steps on the same computer as the sync tool.

Open a web browser and go to speedtest.net
If the page does not load you are not connected to the internet. Please contact your I.T dept. for further assistance.
confirm that the test results display above 1 Mbps download and 0.2 Mbps download. If not your internet may be to slow to support the QuickBooks sync tool. Please contact support@golmn.com for more info.

Anti-Virus / Filtering programs

The last step in diagnosing the issue would be ensuring no 3rd party software or programs are blocking the LMN sync tool from sending or receiving information. This blocking can occur with Antivirus software and traffic filtering programs both on your computer or on your network hardware such as the router. To diagnose this please contact your company I.T dept. for assistance.

ERROR: QuickBooks Could Not Be Started/Accessed

If syncing tax codes and cost codes fails and you get a message saying QuickBooks could not be started/accessed, please follow the instructions below:

Close down LMN QuickBooks Sync tool
Open QuickBooks (if its not already)
Check for any messages on the screen like Memorized Transactions or other reminders.
Dismiss or deal with that screen – QuickBooks will not allow integration while those reminder screens are up.
Make sure the Edit | Preferences QuickBooks menu screen is not open

When back to the normal QuickBooks home screen with no messages or menus open, re-open the LMN QuickBooks Desktop and re-attempt the sync

ERROR: This Feature is not Enabled or not Available in this Version of QuickBooks

Check your version of QuickBooks.

Make sure it’s QuickBooks Desktop (not QuickBooks Online version).
Make sure it's later than 2004.
Cannot be QuickBooks for Mac
Cannot be QuickBooks Basic version

Make sure your QuickBooks settings allow you to create estimates

Go to EDIT | PREFERENCES menu
Go to JOBS + ESTIMATES menu
Click COMPANY PREFERENCES tab
Make sure DO YOU CREATE ESTIMATES? is set to Yes
Also, set PROGRESS INVOICING to Yes (it’s a nice option, but not necessary for this)
SAVE new preferences

If you're getting an error that says "This feature is not enabled or not available in this version of QuickBooks." and you're using a compatible version of QuickBooks, please follow one of the steps below - depending on whether you are importing Estimates or Time.

Estimates

You will need to enable creating estimates in QuickBooks to fix this error.

In QuickBooks click on Edit and then Preferences.

As shown above, click Jobs & Estimates and then Company Preferences.

Under "Do you create estimates?" Change from No to Yes.

*You can also enable progress invoicing here which is recommended.

Time

You will need to ensure your QuickBooks settings are set up to Use Time Data to Create Paychecks.

In QuickBooks, click on Edit and then Preferences.

Then, click Payroll & Employees, Company Preferences and Employee Defaults.

From here, click Use time data to create paychecks and OK.

ERROR: Internal Error

This is a QuickBooks error but we do have a few suggestions on how to fix it:

Check for QuickBooks updates and update if needed
In QuickBooks rebuild the data by clicking on file| Utilities| Rebuild Data
There are some risks with doing this over a network, but making this change seems to work
Uninstall QuickBooks on your local network and reinstall
Uninstall QuickBooks on your server and reinstall

ERROR 80040408 - QuickBooks doesn't start

Cause

This error comes directly from the Intuit Software Development Kit (SDK) and indicates that it is unable to open the requested QuickBooks company file because it is "not clear" to do so.

There are only eight possible causes:

The QuickBooks Quick Start option is turned on.
QuickBooks is currently opened by someone else in single-user mode.
QuickBooks is currently opened by the same QuickBooks QQube user you set up to connect to QuickBooks.
Different QuickBooks File Name. You have QuickBooks open to a different file, OR the name of the QuickBooks file has been changed, and no longer matches the name that was originally used when added to the QQube Configuration Tool.
Different QuickBooks Path. This generally occurs if somebody moves the QuickBooks file, and it is now different than what you originally set up inside the QQube Configuration Tool.
Multiple QuickBooks company files. QuickBooks is open to a particular company file before attempting to load multiple company files.
In a Multi-User environment, the dedicated server user is logged out/shut down and QuickBooks can't run.
You have more than one QQube Synchronizer running on the server or workstation. Invoke taskmgr.exe to see if qqubesynchronizer.exe is running (or check the user's startup folder) for users:
1. other than the dedicated sync user in a multi-user environment
2. other than the current user in a single-user workstation environment

Resolution

Cause 1. The QuickStart feature allows QuickBooks to be 'always running' but causes communication errors, and must be turned off. This is NOT a global preference - and why you log in as the QQube User to ensure its effect.

Cause 2. This usually happens when someone remotely logs in and needs to perform an 'Administrator' only task, requiring single user mode, to merge accounts, items. Etc. Just requires awareness.

Cause 3. This can occur if you did not choose the specific QQube user to automatically open the QuickBooks file, and the user you did choose, is being logged into elsewhere. This can also occur with an incorrect setup in a Remote Desktop / Terminal Services environment where several users are set to be the Synchronizer Computer on the server. (See Cause 8. below.)

Cause 4. You can either change the QuickBooks company file name back to what was previously listed in the QQube Configuration Tool, or Add/Remove Company to reset the correct name. (You can't change the name of the company in the QQube Configuration Tool Directly). If you have a multi-user version you can only do this on the server.

Cause 5. Use the QQube Configuration Tool to change the path. If you have a multi-user version you can only do this on the server.

Cause 6. Open up QuickBooks to NO company file, before attempting to load multiple QuickBooks files. The Software Development Kit (SDK) does not allow developers to close a QuickBooks file that is already manually opened.

Cause 7. The key to fixing this error, is understanding and acknowledging the concept of having a dedicated, always running, server user that does nothing but allow the QuickBooks client and the QQube Database to communicate. Please review the installation and requirements guides.

Cause 8. There are several reasons why this would have occurred.

You installed version 7.x under a user, that is different from
1. the dedicated server synch user on a multi-user version of QQube
2. or the current user of QQube in a single-user, workstation environment.
You installed a version prior to 7.x using the "install for all users" option in error or inadvertently. (This option has since been removed.)

What happens in either of these cases is that you have more than one synchronizer running, thus confusing the QQube synch process.

To fix the first possible reason under Cause 8, you need to uninstall from the person who orignally installed QQube under their name - ensuring that they have administrative rights for the uninstall process (do not right click and "Run as Adminstrator") Then reinstall under the either the dedicated synch user in a multi-user environment, or the desired user on a workstation in a single-user environment. See https://clearify.com/wiki/view/157/installation

To fix the second possible reason for Cause 8, you need to do two things: (Only for versions earlier than 7.x)

Login as the other users, and make sure that these are UNchecked for everybody EXCEPT for the dedicated synch server user.
Ensure that the QQubeSycnrhonizer.exe is not listed in their user startup folder:
- C:\Users\USERNAME\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup

ERROR 80040438 - multiple instances of QuickBooks open

When attempting to sync to QuickBooks, you will receive error #80040438 if you have multiple instances of QuickBooks open at the same time.

Resolution:

Completely close QuickBooks down (easiest way is to restart your computer).
Attempt to run LMN Sync again.

If you still receive the error:

Use Control + Alt + Delete and see if your task manager shows more than one QuickBooks open.

If you see more than one QuickBooks running in the task manager, end the tasks from here.
If you cannot see more that one QuickBooks running in the task manager, please reboot your computer.
Attempt to run LMN Sync again.

ERROR: Fatal Error in Quickbooks

Sometimes QuickBooks throws an error with little description or help as to the problem. The following steps are the safest way to fix these problems.

Shut down LMN Sync
Reboot your computer (note: if your QuickBooks company file is hosted on a different machine or server, you must also reboot the server/other machine)
Restart QuickBooks after reboot is complete
Make sure all windows in QuickBooks are closed except for the Home screen
Re-open LMN Sync

Retry the export.

ERROR: Connection Error State

If you get this error, there there is a problem connecting to your QuickBooks company file. The easiest way to fix this is to reboot the computer on which QuickBooks is hosted.

Restart your computer
Try again

ERROR: Unable to find the QuickBooks Request Processor on your System.

Unable to find the QuickBooks Request Processor on your system. Please make sure that QuickBooks 2002 Pro or higher is installed on your system. (Error: 80040154)

This error is almost always caused by accessing the QuickBooks company file from a different path than when you opened QuickBooks.

Example: Say you have a server called \\Accounting, which is also mapped to your M: drive.

If you opened your QuickBooks company file in QuickBooks, then you MUST use the exact same path when syncing LMN to QuickBooks.

If you opened QuickBooks using M:\QuickBooks\CompanyFileName.qbw and then you try to sync LMN by linking to the file \\Accounting\QuickBooks\CompanyFileName.qbw, it will not work, and you will get the error above.

How To Fix This..

Find the exact path to the company file. Open your QuickBooks and press F2 (or by pressing Function + F2). That will open an information screen. You can find the exact drive and path to your company file on that screen. After you hit copy, close the product information window completely.
Close the LMN QuickBooks Sync tool down completely. This step is critical to resetting yourself after that error. You don't need to restart QuickBooks, but you do need to close down, then restart the LMN QuickBooks Sync tool.
Re-open the LMN QuickBooks Sync tool
Try to connect to your QuickBooks file again. Make 100% sure that you are connecting to your QuickBooks file using the EXACT path found in the QuickBooks Info (F2) screen above. Even if the locations are the same (M: is the same thing as \\Accounting), the entire path and filename must match exactly in order to sync LMN to your QuickBooks file.

ERROR: Unhandled exception has occurred in your application

If you are receiving this error:

Shut down LMN Sync
Reboot your computer (note: if your QuickBooks company file is hosted on a different machine or server, you must also reboot the server/other machine)
Restart QuickBooks after reboot is complete
Make sure all windows in QuickBooks are closed except for the Home screen
Re-open LMN Sync

Retry the export.

If the issue persist, ensure that there isn't any Antivirus program installed that is blocking the sync or importing.

ERROR: Cannot delete the object specified by the id = "x". QuickBooks error message: The transaction could not be locked. It is in use by another user

This is a QuickBooks error message, not an LMN error message.

This error is saying that the Estimate is open in QuickBooks already - now if that isn't the case, sometimes if you don't exit out of QuickBooks properly it will lock the program. If you can go into QuickBooks and open the estimate that you are trying to import and make a small change on it and then re-save it, it should fix the problem. If not, try shutting down QuickBooks all together and restarting on the server.

There are two other suggestions that may resolve the error:

Uninstall and then reinstall QuickBooks. Exit QuickBooks, log back in (single-user mode preferred for troubleshooting) and rerun sync to export Estimate.
Verify and rebuild data. Verify Data self-identifies the most commonly know data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds. Once verified - exit QuickBooks and log back in (single-user mode preferred for troubleshooting). Rerun sync to export Estimate, if error persists, verify data, then rebuild data. Exit QuickBooks, log back in (single-user mode preferred for troubleshooting), and rerun sync to export Estimate.

If the above recommendations do not resolve the error message, contact QuickBooks support for further assistance.

ERROR: The provided edit sequence "1449593017" is out-of-date.

If this error occurs when you are importing an estimate to QuickBooks:

According to Google this means that the entity was updated using the QuickBooks GUI (ie manually) or through some other process immediately before you tried the import. Did you switch over to QuickBooks and edit something with LMN Sync Open?

If you saved everything in QuickBooks and then re-started it (being careful not to touch anything), and then ran the sync, it would work. If you have a networked database, you should also make sure no one else had QuickBooks open on a different pc, etc.

ERROR: QuickBooks error message: Invalid Argument. The specified record does not exist in the list

This is an uncommon error that may occur when exporting estimates, invoices, payments & timesheets to QuickBooks. The issue presents itself if you were previously connected and set up the LMN sync tool, then connect a new LMN account. Typically the reason for creating a new LMN account is because you previously canceled, then resubscribed, or are consolidating multiple accounts.

To resolve this error follow the steps outlined below:

Step 1: Create New Cost Codes and delete existing ones, replace with the new Cost Codes

Log into LMN and click on Settings > Cost Codes
- Click on your existing Cost Codes (one by one) and edit the name to include delete, or remove. Since you can't create two Cost Codes with the same name, in order to use the same naming convention, you need to adjust the original. Then create new Cost Code with original name i.e 100 Hardscape
- Since you can't create two Cost Codes with the same name, in order to use the same naming convention, you need to adjust the original. Then create new Cost Code with original name i.e 100 Hardscape
- Once created, then delete the original i.e 100 Hardscape DELETE and replace with 100 Hardscape
- Performing this action will update existing Estimates, Invoices, and Timesheets with replacement

Step 2: Open the LMN sync tool and rematch Cost Codes to Service Items

Once rematched, re-queue Estimates, Invoices, Payments, or Timesheets for export to QuickBooks.

Another reason you may come across this error is the job in Step 7 of the LMN sync tool is matched to 'unknown'. This may occur because the job was deactivated then reactivated in QuickBooks and the link is broken

To resolve, simply open the LMN sync tool, go to Step 7, and change to matched jobs. Review your matches and update jobs that are matched to 'unknown'.

ERROR: Object "XXXXX-XXXXXXXX" Specified in the Request Cannot be Found

It's likely that a tax code or a service item that was active when you first setup your LMN/QuickBooks Sync has been deleted or deactivated in your QuickBooks account.

Re-run the matching wizard for Service Items and Taxes and try the sync again (step #4).

If that doesn't work, run an estimate review report on the estimate that is not importing and check to see if there is an old tax code in there somewhere.

You can change your tax code on the estimate by clicking on the purple pencil on each line item. Change the old tax code to a new one and click save.

If you're receiving this error message when attempting to sync Payments, this is generally caused by the Customer/Job for that Payment not being matched yet. In your Sync tool or QBO Setup, try matching the client to the job in QB to resolve. It can also be caused if the Invoice and Payment are being matched to different Customers/Jobsites. Both the invoice and payment need to be matched to the same location in QuickBooks.

ERROR: LMN Sync Could Not Retrieve the Built in Group Item Called 'Work Area/Service'.

This happens when you have tried to delete the item 'WorkArea/Service' from QuickBooks. When you are deleting, QuickBooks will ask you if you want to mark this item inactive instead. This is likely the case and we'll need to mark it back to Active to fix the error.

Go into QuickBooks
Open your Item List section
Find 'WorkArea/Service'.
Double click on 'WorkArea/Service' and change its status back to Active.
Run your sync tool again.

ERROR: The Given Key was not Present in the Dictionary

This is typically a Payroll Code issue - please check the following:

Payroll Code Defaults in settings (settings -> Payroll -> Default Payroll Codes)
Jobsite Type Payroll Settings (settings -> Job Types -> Default Payroll Codes for Each Type)
Job specific Payroll Settings (Jobsites -> Specific Job, Payroll Tab)

Chances are someone has changed the list of payroll codes (or deleted a code in use somehow), and you'll see a blank dropdown somewhere in the above steps.

Payment Import failed with the following message: Object "...-...." specified in the request cannot be found

In order to export Payments to QuickBooks, the LMN Invoice must be published to QuickBooks first. In some scenarios, although it is published, it isn't found when publishing the Payment.

To resolve, follow these steps:

Go to QuickBooks and delete the imported Invoice
Go to LMN and change the status of the Invoice from 'exported' to 'pending' and click 'save'.
Change the status of the Invoice to 'approved' then to 'set to exported'
Open the LMN-QuickBooks Sync Tool and republish Invoice
After successful Import, return to Publish Payments and publish to QuickBooks

If you require further assistance, please contact our Support Team via email at support@golmn.comor reach out to us through our Live Chats feature or by Phone: (888) 347-9864!

ERROR: Could Not Start QuickBooks