We use a third-party software package called QuoteWerks to create quotations, once the customer accepts the quote you can export it to an invoice in QuickBooks.
It all works well until we try to create an invoice, then we get the error shown below.
Business Validation Error: Please select a tax code for the shipping line.
We have asked QuoteWerks and they say its our QuickBooks settings that are wrong, but I cannot see how to set a default VAT for shipping or whatever else this could be.
Any help would be appreciated.
You can check this by going to the Cog > Advanced settings > Chart of Accounts > Shipping account > See the income account selected.
After this please close out of the settings and select Accounting > Chart of Accounts > Search for the shipping account > Select the drop-down beside this > Edit > See field for 'Default VAT Code'.
Hope this helps 🙂
Thanks for the suggestion, unfortunately, it points to "shipping income" which is set to 20% S vat already so I don't think this can be the issue.
Interestingly if I set the shipping cost to 0 (zero) in QuoteWerks then it works correctly.
Any other ideas?
Can you please help?
I had a similar issue today and l couldn't export the quote to QuickBooks Online. The error message was duplicate costumer name in qbo.
I have checked the customer names but l could see only one customer name. I tried all the methods l know but it did not work.
It may be there's an inactive customer with the same name, Suzi2021. The reason why you encountered the error message. Let me help you sort this out.
You can follow these steps:
Look for any customers with the same name. If you can see one, add a letter or number to the name to avoid the issue. You can also refer to this article for the steps: Error: The name supplied already exists. Another customer, supplier, or employee is already using th....
Once done, try to import the transaction again.
However, if you're unable to see any duplicate name, you may be experiencing some browser hiccups. We'll perform the basic troubleshooting to fix it. Let's start with logging into your account through a private browser. It's the best place to isolate web issues. These are the shortcut keys:
If you're able to successfully import the data using the private browsing session, go back to your regular browser and clear its cache to refresh the program.
Also, you can use a different browser to narrow down the issue.
Feel free to get back to this thread if you need more help. We're just one comment away. Keep safe!