| Table of Contents |
|---|
...
In this section, you'll configure how customers are created and matched during the order import:
...
Field | Description | ||
|---|---|---|---|
Mark customers as non-taxable if no tax was charged | Marks customers as non-taxable if no tax was charged on the order. | ||
Uppercase all name information | Imports the customer name details in uppercase. | ||
Match orders to customers based on name and email address if possible | Match orders to customers based on name and email address if possible | ||
Match orders to customers based on name and city if possible | Match orders to customers based on name and city if possible. | ||
Automatically update customers with the latest information from order | Automatically updates customers with the latest information from order | ||
Import by company name instead of last name, first name when possible | Import by company name instead of last name, first name when possible | ||
Default Terms | Set's the default terms that apply to purchase orders | ||
Default Type | Set's the default purchase type. | ||
Import as Customer | Select this only if you wish to have all the orders imported from UltraCart assigned to a single customer record.
|
...
Enter the payment methods as they appear in QuickBooks Online, into the "Payment method Quickbooks code" field:
Click the 'x' button to exit out of the pop up window.
Click the save button on the payments configuration field.
...
The last section is the Error Queue.
...
Example Errors
Error Code: 6000
Failed to re-process order. Add Failed Error: Failed to Add Customer [Accounts Payable]. Error: ERROR CODE:6000, ERROR MESSAGE:A business validation error has occurred while processing your request, ERROR DETAIL:Business Validation Error: Tax Exemption Reason should be specified incase customer is marked as not taxable, MORE ERROR DETAIL:BusinessValidationError
Solution:
To resolve this issue, the Tax exempt customer needs to have tax exempt reason configured in the tax tab of the customer profile editor:
| Info |
|---|
...
Operations → Customer Profiles |
...
→ Manage → Add/Edit profile |
...
→ Taxes |
...
Requeue Orders for Import into Quickbooks Online
...