Learn what the QuickBooks status card errors mean and how to fix them.
Common QuickBooks invoice sync errors and fixes
Create failed: Required param missing
Cause:
This occurs when an invoice has no line items.
Fix:
Revert to Draft, delete the empty invoice or edit it to add at least one line item (and tax if needed), then Finalize. Once you have finalized your invoice with line items it will automatically sync to xero. After you finalize, the invoice will sync to QuickBooks automatically.
Update failed: Historical invoice
Cause:
This is shown on an invoice if it was created before connecting QuickBooks.
Fix:
Leave it as is, or recreate in Caspen if you need it in QuickBooks.
Invalid refresh token
Cause:
An invoice fails because the connection to Quickbooks has expired.
Fix:
Disconnect and reconnect Settings → Integrations → QuickBooks, then click the Retry button.
Duplicate document number
Cause:
This error occurs when you try to create an invoice where an invoice with the same number already exists in QuickBooks.
Fix:
Open that document in QuickBooks, change its number to something unique (add a prefix or extra digits), save, then return to Caspen and select Retry.
For example:Use a unique scheme likeINV{sequence}-{suffix}, CN{sequence}, ADJ{sequence}so they never clash with Caspen invoice numbers.
Business validation error (tax)
Cause:
This error occurs when a Caspen tax rate is not linked to a matching QuickBooks tax code (or that code does not exist or is inactive in QuickBooks).
Fix:
Note the tax on the invoice line items (e.g. GST, GST free).
Go to Settings → Taxes.
Find that tax rate and select Actions → Sync with QuickBooks → choose the matching QuickBooks Tax Code → Click Sync.
If the code is not in QuickBooks: create or enable it in QuickBooks, then repeat step 3.
If the rate is not in Caspen: add the tax rate in Caspen, then repeat step 3 to link it.
Return to the invoice → Retry.
Tip: The QuickBooks tax code must exist and be active before Caspen can link to it.
No QuickBooks status card showing
Cause:
The invoice was voided in Caspen. Caspen sends the void to QuickBooks and removes the QuickBooks status card from the invoice.
Fix:
No action needed. This is expected for voided invoices.
Not seeing your error here?
Please contact Caspen Support with: invoice number, a screenshot of the status area, the exact error text (if any), and the time you tried to sync. We will investigate and help you resolve it.
