Business Validation Error: Please choose an account of type Bank or Other Current Assets.
Encountering the error "Business Validation Error: Please choose an account of type Bank or Other Current Assets" when posting orders from Webgility to QuickBooks? Learn how to resolve this issue with our step-by-step guide.
Causes of the Error
Incorrect Account Type Selected
The account specified for transactions in Webgility is not categorized as a Bank or Other Current Assets account in QuickBooks.
Account Mismatch
The account selected in Webgility may not match the required account type in QuickBooks, causing validation issues.
Configuration Issues
The integration settings between Webgility and QuickBooks may not be properly configured to map the correct account types.
Account Not Set Up in QuickBooks
The required account may not be set up in QuickBooks or is inactive.
Steps to Resolve the Issue
1). Verify Account Type in QuickBooks
Log in to QuickBooks and navigate to the Chart of Accounts.
Ensure that the account you want to use is categorized as either a Bank or Other Current Assets account.
2). Update Account in Webgility
Go to Webgility Online and navigate to your Integration Settings.
Select the option to manage account mappings or settings.
Ensure the account used for transactions is correctly mapped to an account of type Bank or Other Current Assets.
3). Configure Integration Settings
Access Integration Settings in Webgility and review the mapping between Webgility and QuickBooks.
Make sure the account types in Webgility match those set in QuickBooks.
4). Sync Accounts
Perform a sync between Webgility and QuickBooks to update any changes made to account settings.
Navigate to the Sync Settings and initiate the sync process.
5). Verify Account Setup in QuickBooks
Double-check that the required account is properly set up in QuickBooks, active, and has the correct account type.
If needed, create a new account with the correct type and update Webgility to use this new account.
Note: If the error persists after following these steps, ensure all settings are updated and synced properly. For additional assistance, please contact our support team.