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Admin: Troubleshoot Will Not Send To QuickBooks Online In ZenCase
Admin: Troubleshoot Will Not Send To QuickBooks Online In ZenCase

Common QuickBooks Troubleshooting Solutions Will Not Send To QuickBooks Online For ZenCase QuickBooks Online Integration

Christine Clark avatar
Written by Christine Clark
Updated over 4 months ago

Overview

There are times when the QuickBooks Online integration with ZenCase will not send certain items to QuickBooks. You may see errors for "failed to send payment to QuickBooks" in ZenCase. We recommend firm administrators to view the QuickBooks Integration History in Firm Settings. You will can filter by whether a request did not succeed to see the error message. These error message should help guide you to fixing the problem so you can retry sending the items to QuickBooks Online.

Error: Another customer, vendor or employee is already using this name. Please use a different name.

QuickBooks treats vendors, customers, and employees separately. However, it's possible to have customers who are also vendors by adding a special character or any distinction to their profiles. Also, you can mark a particular customer as inactive and consider them as a vendor in the future.

Create a new Vendor name (Make sure that this name doesn't have a duplicate)

  1. Go to the Expenses tab and select Vendors.

  2. Search for the Vendor.

  3. Click the Vendor name to view details.

  4. In the upper right corner, click "Edit" button.

  5. In the Vendor Display Name field, enter a name with one keystroke different from the Customer name (for example, you can append a "-V" to the end of the name).

  6. Make sure the Name to print on checks field does not have the "-V" and is the correct vendor name.

  7. Click Save.

You should now be able to retry sending the item to QuickBooks.

Let us know if you have any questions!

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