2022

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Issue:

Error related to the Chart Of Account missing when Syncing Products to Quickbooks

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When the Chart Of Account(COA)-In example-Speciality Revenue -Cdn1$ is missing in Quickbooks Desktop when syncing products(inventory) from CRM/SF to QuickBooks Desktop.

Description:

Error related to the Chart Of Account missing when Syncing Products to Quickbooks.

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Solution:

QBD.

We need to add the COA in Quickbooks.

First , we need to login to the Quickbooks as an Admin.

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Then , we need to click on Lists>>Chart of Accounts or press the shortcut key CTRL+A.

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Then , Chart Of Accounts Window will open. Here, There we need to click on Account>>New or press Shortcut key CTRL+N.

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Then
, a Window to create new Chart of Account will open.

Click on the Radio Button—Other Account Type and Select >>Other income. Image Removed

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Then
, Other Income Account Type Window will open and fill the details - like Account name etc in it. Select Tax-line Mapping as Income:Other Income.Then , Click Save&Close.

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Then the new COA(Ex-Name>>Speciality Revenue CDN1$ and Type>>Other Income) will be created
.

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