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Business Validation Error: Please Choose an Account of Type Bank or Other Current Assets

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.