When transferring invoices with QuickBooks Online, you receive the error, "Error creating the QuickBooks invoice for Autotask invoice ID XXX and account 'XXX'. Reason: The item 'XXX' is missing in QuickBooks Online. The invoice number for Autotask invoice id XXX and account 'XXX', was set to 'ERROR' in Autotask."
- Autotask PSA
- QuickBooks Online
The item you are trying to transfer does not exist in QuickBooks Online, or there is a category with the same name as the item on the invoice.
Make sure the item exists in QuickBooks Online
For an invoice to transfer from Autotask PSA, the billing codes on the items on the invoice must exist in QuickBooks Online. For example, if the error reads "The item 'Onsite Labor' is missing in QuickBooks Online," the billing code called 'Onsite Labor' in Autotask PSA does not exist in QuickBooks Online.
To resolve this error:
Create the item manually in QuickBooks Online.
Ensure the item spelling and formatting matches exactly in Autotask PSA and QuickBooks Online.
Make sure your Autotask PSA Invoice App's settings are configured to create the item in QuickBooks Online. If the item exists on the invoice but not in QuickBooks Online, this step is the recommended option.
Check for a category in QuickBooks Online with the same name as the item on the invoice.
You cannot use categories for items in QuickBooks Online to transfer invoices. To check your product categories in QuickBooks Online, navigate to Settings → Lists → All lists → product categories