Turvo integrates with a select set of cloud-based financial management systems (FMS) to allow in-platform tracking and recording of accounts payable and receivable information. Available FMS integrations include Quickbooks Online (QBO), Xero, and Dynamics GP.
With an FMS integration, you may encounter errors when syncing your accounting information with your Turvo tenant. To help you quickly resolve these errors, you can use the Accounting Sync Analytics report. Follow the steps below to access and use the report to solve common errors.
Protip: See Turvo’s Financial Management Systems integrations for more information around getting started with FMS integrations and how they work with your tenant.
How to access the report
From anywhere in Turvo, select Reports in the left navigation menu. In the Reports page, select Accounting Sync Analytics on the Billing card.
Note: If you do not see the report listed on the Billing card in the Reports page, contact your Turvo representative.
Understanding the Accounting Sync Analytics report
The Accounting Sync Analytics report provides you with an overview of sync errors that occur when syncing your FMS with Turvo. If an invoice fails to sync from your FMS to Turvo, or vice versa, a line item is created in the report. Information about that invoice and the associated error can be found in the report’s columns.
Protip: If a transaction was entered into Turvo, but does not appear in your FMS and does not appear in the Accounting Sync Analytics report, then the transaction has not been processed yet. Check back in a few hours to see if the data synced.
Summary view
Like many other reports, you will see a summarized view of the report upon opening the Account Sync Analytics report. The Summary card on the left displays the total number of shipments associated with, and the total cash amount of the transactions, that resulted in the sync errors found by the most recently applied filter.
Results will be shown in the report after applying a filter and clicking the GENERATE REPORT button. See our article, Turvo Reports at a glance, to learn more about the functionality of these cards.
Filter options
The Accounting Sync Analytics report offers the following filter options to review data on transactions that failed to sync:
- Date Range: Use this filter to see failed transaction syncs to the FMS based on the date the failed sync occurred.
- Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
- Use the drop-down to select from the following options to automatically input dates:
- Today
- Past week
- This week
- Next week
- Past month
- This month
- Next month
- Note: A Date Range selection is required to run the report.
- Groups: Use this filter to see failed transaction syncs for shipments associated with the selected group(s). Type in a group name and select from the matching results shown below.
- Multiple groups can be included in the filter.
- Leave this field blank to include all groups.
- Customer: Use this filter to see failed transaction syncs for shipments associated with the selected customer. Type in a customer account name and select from the matching results shown below.
- Only one customer account can be added to the filter.
- Leave this field blank to consider all customers.
- Transaction type: Use the drop-down to select and filter for the transaction type associated with the failed transaction sync:
- Customer invoice
- Customer payment
- Customer advance payment
- Carrier invoice
- Carrier payment
- Carrier advance payment
- Customer Journal
- Carrier Journal
- Carrier deduction
- Source: Use the drop-down to select the FMS that the transaction(s) failed to sync with. Only the systems that have been integrated to your Turvo tenant will be shown.
- Carrier: Use this filter to see failed transaction syncs associated with shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
- Only one carrier account can be added to the filter.
- Leave this field blank to include all carriers.
Report view
When viewing the full report results in Turvo or in an exported spreadsheet, the information is broken down by transaction sync error into the following columns:
- Shipment ID: The shipment ID associated with the invoice.
- Account: The carrier account associated with the shipment.
- Transaction Type: The type of transaction associated with the invoice.
- Amount: The cash value associated with the invoice.
- Source: The side of the sync from which the error originated, either Turvo or the FMS.
- Error: The error code for the invoice.
- Description: A description of the error code.
- User: The Turvo user that approved the invoice.
- Date: The date the failed sync to the FMS occurred.
- Mode: The mode of the associated shipment (TL, LTL, etc.).
- Total: The Total row provides the total amount of invoices with errors and the sum of the cash values in the associated shipments.
Protip: The visible columns can be changed by clicking the three dot icon and selecting the columns that are the most valuable to you. Turvo will automatically save your column selection and order to an applied filter.
Errors and resolutions
Below is a list of the different errors that can occur and how to resolve them, categorized by FMS integration:
- Quickbooks Online-specific errors
- Xero-specific errors
- Generic errors that can occur with all FMS integrations
Note: Currently, when a sync error on a transaction is resolved, the transaction will not be removed from the Accounting Sync Analytics report. Consider keeping track of resolved errors separately.
Quickbooks Online errors
- Error message: "ERROR CODE 120; ERROR MESSAGE; Authorization Failure: Error DETAIL: Authorization Failure 11014-You do not have access to use Quickbooks Online Plus, status code 401"
- Reason: This error indicates that Turvo cannot access your QBO account using the credentials provided during integration.
- Resolution: Contact Turvo support to re-establish the connection.
- Error message: "Error code: 610, Error Message: Object Not Found, something you are trying to use has been made inactive. Check the fields with accounts, customers, items, vendors, or employees."
- Reason: The most common reason for this error is that the corresponding customer/carrier for which you are performing the transaction has been deleted from QBO.
- This error can also occur if the chart of accounts (COA) or Items that are mapped to the Turvo counterparts have been deleted from QBO.
- Resolution: If the customer/carrier was deleted, re-create the same customer/carrier in QBO. Then, enter the provided QBO ID in Turvo in the Accounts > Details > Accounting section and re-process the transactions.
- If the COA/item was deleted, contact Turvo support
- Reason: The most common reason for this error is that the corresponding customer/carrier for which you are performing the transaction has been deleted from QBO.
- Error message: "Error code: 2021, Error Message: Required param missing, need to supply the required value for the API, Error detail: Required parameter line is missing in the request"
- Reason: This error occurs when trying to sync a $0.00 value invoice. QBO does not support $0.00 invoices.
- Resolution: Adjust the customer costs to be greater than $0.00 or sync a penny invoice
- Error message: "Error Code: 2050: String Length is either shorter or longer than supported by specification. Error detail: String length specified does not match the supported length. Min 0, Max 21. Supplied length 22. More error detail: Doc number."
- Reason: The invoice number provided exceeds the maximum limit.
- Resolution: Invoice numbers of 21 characters or less should be used.
- Error message: "ERROR CODE:2500, ERROR MESSAGE:Invalid Reference Id, ERROR DETAIL:Invalid Reference Id : Names element id 27997 not found, MORE ERROR DETAIL:Reference Id"
- Reason: This error indicates that the customer or carrier has been deleted from QBO. The ID shown in the error message is the QBO ID.
- Resolution: It is recommended that you do not delete customers/carriers directly from your QBO. This can cause dangling invoices and payments, which can create this issue.
- Note: If you proceed with deleting customers/carriers, ensure that there are no open invoices against it in QBO. Then, use Turvo’s External ID Management section to input a specific QBO customer/carrier ID against the profile in Turvo. Set the Accounting System’s ID Type as QuickBooks Online ID, fill in the ID in the Value field, and select SAVE.
- Error message: "ERROR CODE:6000, ERROR MESSAGE:A business validation error has occurred while processing your request, ERROR DETAIL:Business Validation Error: You can't use an Accounts Payable account on the detail portion of a Bill."
- Reason: Accounts Payable (A/P) was configured under Account Type for the Carrier Cost Items. This is a QBO restriction.
- Resolution: Configure the Account Type as Expenses in the QBO application.
- Error message: “ERROR CODE: 6140, ERROR MESSAGE: Duplicate Document Number Error, ERROR DETAIL: Duplicate Document Number Error : You must specify a different number. This number has already been used. DocNumber=12345-67890 is assigned to TxnType=Bill with TxnId=123456, MORE ERROR DETAIL:”
- Reason: This error occurs when a document or invoice number already exists in QBO, but is connected to a different invoice.
- Resolution: Delete the existing invoice in QBO that has the same invoice number and create a new invoice in Turvo, which will then sync to QBO. Use unique invoice numbers for future invoices to avoid this issue.
- Error message: "ERROR DETAIL: Required parameter Line is missing in the request, MORE ERROR DETAIL:Line"
- Reason: This error indicates that there are no-cost items in the invoice, or that their sum cost is zero. Although Turvo allows “zero“ amount transactions, QBO does not.
- Resolution: This error will not affect information in QBO, even if “zero” amount transactions are not synced. No action is required.
Xero errors
- Error message: "ConnectApplicationException: 401 response"
- Reason: This error occurs if the credentials that Turvo used for integration with Xero have been deleted, causing all transaction syncs to fail.
- Resolution: Contact Turvo support to re-establish the connection.
- Error message: "ConnectApplicationException: 10 :: The contact name [ ___ ] is already assigned to another contact. The contact name must be unique across all active contacts."
- Reason: This error occurs when two contacts by the same name exist in Xero.
- Resolution: Change the name of the contact in Xero and re-upload the document.
- Error message: "10 :: Invoice not of valid status for modification."
- Reason: The invoice may have been voided in the Accounting system or locked for modification, which prevents it from being updated again through Turvo.
- Resolution: If the invoice is locked, no action is needed. If the invoice was voided, archive the invoice in Turvo as well, then recreate it.
- Error message: "10: The contact with the specified contact details has been archived. The contact must be un-archived before creating new invoices or credit notes."
- Reason: The contact associated with this document was archived in Xero or a contact has been merged with another.
- Resolution: The contact must be un-archived in the accounting software. If a merge was performed, input the XeroID for the new contact in Turvo, as shown below.
- Error message: "10 :: This document cannot be edited as it has a payment or credit note allocated to it."
- Reason: This error indicates that a payment or credit note has been allocated against this invoice, preventing the invoice from being edited.
- Resolution: This error occurs when an invoice is added through Turvo, but the payment is applied in the accounting system. Turvo doesn’t support two-way syncing. Use Turvo to add both invoices and payments to prevent this issue.
- Error message: "10 :: One or more line items must be specified."
- Reason: This error indicates that there are no-cost items in the invoice, or that their sum cost is zero. Although Turvo allows “zero“ amount transactions, Xero does not.
- Resolution: This error will not affect information in QBO, even if “zero” amount transactions are not synced. No action is required.
Generic errors
- Error message: "Payment could not be added as the invoice [invoice #] is not present in …"
- Reason: This error indicates that the invoice the payment is being added against has not synced to the accounting system. The most common reason for the invoice to not sync is that it’s not in Approved status. Only Approved invoices sync to the accounting system.
- Resolution: Delete the payment in Turvo, ensure that the invoice is synced, then re-apply the payment.
- Error message: "Payment could not be added as the account [account name] is not present in …"
- Reason: This error indicates that the account against which the payment is being added has not synced to the accounting system. The most common reason for the account to not sync is a naming conflict in the accounting system.
- Resolution: Contact Turvo support to have auto-append account id enabled for the account name, or change the account name and try again if the account already exists.
If you want to map the Turvo account to the account in your accounting system, put the accounting system’s Account ID in the Accounts > Details > Accounting section.
- Error message: "ConnectApplicationException: Could not find a mapping in connect for the cost line item [cost type]"
- Reason: This error indicates that there is no mapping for the cost type chosen in the customer / carrier cost block.
- Resolution: Contact Turvo support immediately so that we can create the required mapping for you.
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