Error Messages When Exporting to QuickBooks (Desktop)
Symptom(s)
Two or more of the following messages appears in QuickBooks when exporting an .IIF file from ALLDATA Manage Online to QuickBooks.
- You can only select a vendor that is specified as a sales tax agency in the name column.
- Error on Line #: can't record invalid transaction.
- Your data has NOT been imported successfully.
Possible Cause(s)
The Tax Supplier field is empty in the QuickBooks settings in ALLDATA Manage Online.
Suggested Solution(s)
IMPORTANT: If you made any changes to your QuickBooks company file since you last created a backup, do not restore your company file.
- Restoring an old backup file will cause all data entered since the last backup to be lost.
- It is recommended to manually remove transactions from the last import.
In QuickBooks:
- If you backed up QuickBooks immediately before importing the .IIF file, restore your backup file in order to reverse the last data import.
- For details on how to do this, please contact QuickBooks Support.
In ALLDATA Manage Online:
- Click Setup >> User Options >> QuickBooks.
- Enter a Tax Supplier >> click Update.
- Example: BOE (Board of Equalization)
- Note: Consult your local tax agency to determine your Tax Supplier.
- Begin the export process again using the same date range as the previous export.
- See Exporting to QuickBooks or QuickBooks Export FAQ to learn more.