Last Updated: Feb 5, 2024

Common troubleshooting fixes for errors sending invoices or sales orders to QuickBooks Online. InfiPlex Inventory and Order Management System (OMS) integrates with QuickBooks Online. Easily manage orders, invoices, and clients by having them all automated with InfiPlex Inventory and Order Management System.

Troubleshooting common errors with QuickBooks Online

Pushing Invoices or Sales Orders to QuickBooks Online sometimes results in an error response from your QuickBooks Online account. These errors will appear and can be reviewed and fixed in the Requests Completed tab in the QBO admin area in InfiPlex.

Failed Error Codes:

• Error: CustomerRef is required
  QuickBooks Online uses the email associated to the order to assign the Customer from the Customers shown in the Customers tab in the QBO admin area. If there is no email match or the email field is empty on the order, and you are sending transactions to QuickBooks Online as an Invoice, this error will occur. An Invoice REQUIRES an existing Customer email to exist in order to submit the invoice. A Sales Order does NOT require a customer reference, so sending transactions as Sales Orders will not cause this error.
  
  If you are sending orders over as an Invoice, the email associated to the order MUST match an existing email from the Customer tab. If it doesn't, the CustomerRef is required error will occur. This will require you to manually set-up the Customer in QBO before the invoice can be pushed to QBO.
  
  Set-up Note: If you are sending orders as invoices, which means the order source is a wholesale sales source, the recommended set-up is to use Order Automation to set the same order email address for all orders from a specific order source. This places all orders under a specified "Order Source" account in QuickBooks Online. If you have both Business to Consumer and Business to Business accounts, ask InfiPlex support about setting up different Site Areas to send orders to QuickBooks Online via the appropriate method - Invoice or Sales Order.
  
  Follow the steps below to fix this error:
  1. Add the new Customer in your QuickBooks Online account. Be sure the Customer Email matches the email on the order or the new email you are adding to the order. Within 15 - 20 minutes, the new Customer should appear in the Customer Tab in the QBO admin area.
  2. Go to the Customer Tab in the QBO admin area and find the Customer in the list.
  3. Make note of the ID, Name, and Email for that Customer from the Customer Tab page. As an example, the ID equals 56, Name equals "Acme Tools", and the email equals name2@example.com.
     
      
  4. Update the Edit for Re-Queue form in the Requests Completed tab as follows, leaving the "TotalAmt" setting with it's existing value. You will need to scroll towards the bottom of the textarea to view the settings.

     	"BillEmail": {
     		"Address": "name2@example.com"
     	},
     	"TotalAmt": "69.60",
     	"CustomerRef": {
     		"value": "56",
     		"name": "Acme Tools"
     	},
     						

     
     
     
     Click the "Save & Re-Queue" button to re-submit the invoice or sales order.
     
     See the knowledge base article Order Automation for QuickBooks Online Invoicing for a discussion on how to add a default account email on all orders for a particular order source.
   

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• Error: Invalid Email Address format
  If the email address associated with an order for a NEW Customer (email) is not formatted correctly, QuickBooks Online will respond with the Invalid Email Address format error. You should first fix this issue on the order and in any Order Automation that may be setting email addresses. Then you can click the Edit for Re-Queue button on the error and update BillEmail address as shown below.
  
  
  Click the "Save & Re-Queue" button to re-submit the invoice or sales order.
  
  This will fix this error and in most cases result in the first listed error, CustomerRef is required. You will need to then follow that fix to finalize the submission of the invoice or sales order.
   

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• Error: Failed - message=BadRequest; errorCode=003202; statusCode=400
  This is a connection error trying to submit the invoice to QuickBooks Online. You can re-submit the invoice by clicking the "Edit for Re-Queue" button and then click the Submit button. You do NOT need to change anything, just re-queue it to try again.
  
  
  
  - After hitting "Edit for Re-Queue", click the "Save & Re-Queue" button below. Do not change anything in the invoice code submission window.
  
   

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