Applies to: ConnectWise, Xero, QuickBooks Online
How can this happen?
This error can occur when the GL mapping is missing from the Setup Tables in ConnectWise and relates to the Income category of the product used in the Invoice.
- In ConnectWise Manage, find the item that's causing the error and take note of the item category and subcategory
- Go to Setup Tables > GL Accounts and create a new account based on the item and Invoice type (Revenue, Revenue-Agreements, Revenue-Product and Revenue-Agreements Products). You may also refer to the related articles below.
- Once created, go to Finance > Accounting Interface > Unposted Invoices
- Select the invoice and update the GL Entries by click on Actions then Update GL Entries or set the invoice status to GL Reload then set back to Closed
GL Mapping (Non-Product Revenue & COGS Accounts) - Xero
GL Mapping (Product Revenue & COGS Accounts) - Xero
GL Mapping (Non-Product Revenue & COGS Accounts) - QBO
GL Mapping (Product Revenue & COGS Accounts) - QBO