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Senior Member
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UCRM With Quickbooks online

We use Quickbooks online for accounting and billing customers

 

I installed the Quickbooks online plugin but nothing says what the plugin acctually dose.. so a bit scared to enable it..

 

 

anyone else moving from Quickbooks online care to share how there moving the data over to UCRM ?

 

some screen shots of the plugin working would be grate

Ubiquiti Employee
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Re: UCRM With Quickbooks online

@900mhzdude you can find detailed description and guide with screen shots in the plugin repository folder, in this case: https://github.com/Ubiquiti-App/UCRM-plugins/tree/master/plugins/quickbooks-online

Senior Member
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Re: UCRM With Quickbooks online

I can't find anything in there to answer my questions most important will it overwrite our current QB online file or will it create a new folder or something? we are trying to slowly move over to UCRM without loosing any old data

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Re: UCRM With Quickbooks online

Hi, this synchronization works in one way only: it pushes UCRM data into QB. Existing data in QB are never overwritten or deleted by this plugin.
New Member
Posts: 25
Registered: ‎05-06-2015

Re: UCRM With Quickbooks online

Hi Petr,

 

I am getting the error from the plugin as below. 

 

"<Message>Invalid Reference Id</Message><Detail>Invalid Reference Id : Accounts element id 106 not found</Detail>"

 

I did a dump from QBO api and the Account id looks to be correct s below are you able to offer some assitance as to what is the account ID and where its located?

 

<Id>106</Id>
<SyncToken>0</SyncToken>
<MetaData>
<CreateTime>2018-07-16T21:36:14-07:00</CreateTime>
<LastUpdatedTime>2018-07-16T21:36:14-07:00</LastUpdatedTime>
</MetaData>
<Name>UbiqutiCRM</Name>
<SubAccount>false</SubAccount>
<Description>Ubiquti CRM</Description>
<FullyQualifiedName>UbiqutiCRM</FullyQualifiedName>
<Active>true</Active>
<Classification>Revenue</Classification>
<AccountType>Income</AccountType>
<AccountSubType>SalesOfProductIncome</AccountSubType>
<AcctNum>197</AcctNum>
<CurrentBalance>0</CurrentBalance>
<CurrentBalanceWithSubAccounts>0</CurrentBalanceWithSubAccounts>
<CurrencyRef name="Australian Dollar">AUD</CurrencyRef>
<TaxCodeRef>11</TaxCodeRef>

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Re: UCRM With Quickbooks online

@Draco32 are you sure this dump refers to the non-existing element id 106? Which operation causes this error?
New Member
Posts: 25
Registered: ‎05-06-2015

Re: UCRM With Quickbooks online

[ Edited ]

Hi @UBNT-Petr

 

The following errors seem to happen when trying to sync an invoice it appears to a QB online customer. The customer seems to sync ok.

 

2018-07-17 5:39:05.233402] [error] Item ID: 6 export failed with error It is not possible to parse QB error: <?xml version="1.0" encoding="UTF-8" standalone="yes"?><IntuitResponse xmlns="http://schema.intuit.com/finance/v3" time="2018-07-16T22:39:05.066-07:00"><Fault type="ValidationFault"><Error code="2500" element="Reference Id"><Message>Invalid Reference Id</Message><Detail>Invalid Reference Id : Accounts element id 106 not found</Detail></Error></Fault></IntuitResponse>.
[2018-07-17 5:39:06.424756] [info] Invoice ID: 6 export failed.
[2018-07-17 5:39:06.424874] [error] Invoice ID: 6 export failed with error It is not possible to parse QB error: <?xml version="1.0" encoding="UTF-8" standalone="yes"?><IntuitResponse xmlns="http://schema.intuit.com/finance/v3" time="2018-07-16T22:39:06.257-07:00"><Fault type="ValidationFault"><Error code="2020" element="Line"><Message>Required param missing, need to supply the required value for the API</Message><Detail>Required parameter Line is missing in the request</Detail></Error></Fault></IntuitResponse>.
[2018-07-17 5:39:06.425160] [info] CLI process ended

 

New Member
Posts: 25
Registered: ‎05-06-2015

Re: UCRM With Quickbooks online

[ Edited ]

Hi @UBNT-Petr

 

Have you had any joy with this if you could please relay what the account number is referring two as neith the Account Number nor the element Id work to sync Invoices..

 

Thanks,

 

Adrian

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Re: UCRM With Quickbooks online

Hi, we will look into this asap
New Member
Posts: 25
Registered: ‎05-06-2015

Re: UCRM With Quickbooks online

Hi @UBNT-Petr

 

Thanks, i even tried changing it to our normal sales account with element ID 1 and had a bit more unhelpful error as below;

 

[2018-07-31 7:26:02.234448] [info] Invoice ID: 11 needs to be exported
[2018-07-31 7:26:09.366291] [info] Invoice ID: 11 exported successfully.
[2018-07-31 7:26:09.366354] [info] Invoice ID: 11 export failed.

 

Also appears i need to delete and create the test invoice in UCRM in order to trigger the sync process.

 

Regards,

 

Adrian

New Member
Posts: 25
Registered: ‎05-06-2015

Re: UCRM With Quickbooks online

Hi @UBNT-Petr

 

Have doen some more testing this evening.

 

1. Uninstalled plugin

2. Added Plugin again and using Production keys

3. Confirm I am able to sync (export a client) from UCRM to Quickbooks

4. Generating Invoice is failing with the following error "Make sure all your transactions have a GST rate before you save."

5. Have confirmed GST Tax Item appears on UCRM Invoice

 

Full Error Below, hope this helps.

 

[2018-07-31 9:07:05.542169] [error]  Invoice ID: 18 export failed with error It is not possible to parse QB error: <?xml version="1.0" encoding="UTF-8" standalone="yes"?><IntuitResponse xmlns="http://schema.intuit.com/finance/v3" time="2018-07-31T02:07:05.352-07:00"><Fault type="ValidationFault"><Error code="6000" element=""><Message>A business validation error has occurred while processing your request</Message><Detail>Business Validation Error: Make sure all your transactions have a GST rate before you save.</Detail></Error></Fault></IntuitResponse>.

 

 

Established Member
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Re: UCRM With Quickbooks online

I'm getting a similar error.

 

[2018-07-31 18:16:09.898132] [info] Invoice ID: 9 needs to be exported
[2018-07-31 18:16:11.944551] [error] Passed array has no key for 'Value' when contructing an ReferenceType

Established Member
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Re: UCRM With Quickbooks online

@UBNT-Petr  Can you decipher that error I'm getting?

 

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Re: UCRM With Quickbooks online

I'd really like to get this working.  Anyone have much experience with this plugin?   What did you have to do to get it working?

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Re: UCRM With Quickbooks online

@popcorrin please upgrade your plugin to the new version 1.0.3 - just released: https://github.com/Ubiquiti-App/UCRM-plugins/raw/master/plugins/quickbooks-online/quickbooks-online....

This contains some fixes and better log & error messages. However, some features may still need to be implemented, hopefully, the community will take part in the development of this open-sourced plugin.
Established Member
Posts: 1,012
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Re: UCRM With Quickbooks online

Still not working.  Not getting any errors now but nothing ever shows up in quickbooks

Established Member
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Re: UCRM With Quickbooks online

Okay now it is saying 

[2018-08-03 6:24:11.351948] [info] Income account number (49920) set in the plugin config does not exist in QB.

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Re: UCRM With Quickbooks online

It means the "Income account number" configured in the plugin settings is incorrect. Take a look at the guide: https://github.com/Ubiquiti-App/UCRM-plugins/tree/master/plugins/quickbooks-online
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Re: UCRM With Quickbooks online

I've looked at the guide 2 dozen times.  Not sure what I am missing.  What should my income account number be then?  Nothing I have tried has worked

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Re: UCRM With Quickbooks online

Hi, This is the account ID which should be shown in your QB. We will look into this and improve the guide.
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