In this article we describe the steps to resolve the most common cause of an error that looks like this when invoicing.
Your Cost Code in SynkedUP is most likely linked to a "Category" instead of a "Service" in Quickbooks Online. Quickbooks does not allow creating invoices with Categories, they only allow Services.
Step by Step:
Typically what I like to do is figure out which Cost Code is causing the invoicing error by using the process of elimination, or attempting to create the invoice for one workarea at a time until I find out which workarea aka Cost Code is causing the error. Once I've done that, now I want to find out if that Cost Code is linked to a Category instead of a Service in Quickbooks Online.
To check if this is this case, in Quickbooks Online, go to Sales > Products and Services and in the upper right corner, beside the green New button, click More.
Then select Manage categories.
If the Cost Code you are trying to invoice for in SynkedUP is shown here in this section, then that is the problem.
To remedy this, simply create a new Service in your QBO Products and Services catalog, name it as you wish, and Save and Close. Only a name is required, none of the other fields are required.
Once you've done that, go back to SynkedUP System Setup>Cost Codes, find the Cost Code there that is the one causing the issue, and click the linking button in the right column to launch the linking popup, select the new Service item you just created, hit "Link & Update Info", and Save (upper right corner)
Then you can go back to the job you've been trying to invoice for, and now you can run your invoice 😅
This is a once-and-done issue. Once you've resolved this, you won't ever need to do it again for this particular cost code, although you may have other Cost Codes in your system that have the same issue.
If you need any help with this, PLEASE reach out in the chat! 👉