{"id":30271,"date":"2020-08-27T16:14:07","date_gmt":"2020-08-27T15:14:07","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=30271"},"modified":"2021-08-11T20:44:26","modified_gmt":"2021-08-11T19:44:26","slug":"troubleshooting-exporting-invoices","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/troubleshooting-exporting-invoices\/","title":{"rendered":"Troubleshooting &#8211; exporting invoices"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Exporting invoices troubleshooting guide<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>Okappy integrates with most of the major accounting packages. You can export your invoices from Okappy to your accounting package and save the duplication of work.<\/p>\n<p>If the export doesn&#8217;t work, then check out our troubleshooting guides below.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1144px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-tabs fusion-tabs-1 classic horizontal-tabs icon-position-left\"><style type=\"text\/css\">.fusion-tabs.fusion-tabs-1 .nav-tabs li a.tab-link{border-top-color:#ebeaea;background-color:#ebeaea;}.fusion-tabs.fusion-tabs-1 .nav-tabs{background-color:#ffffff;}.fusion-tabs.fusion-tabs-1 .nav-tabs li.active a.tab-link,.fusion-tabs.fusion-tabs-1 .nav-tabs li.active a.tab-link:hover,.fusion-tabs.fusion-tabs-1 .nav-tabs li.active a.tab-link:focus{border-right-color:#ffffff;}.fusion-tabs.fusion-tabs-1 .nav-tabs li.active a.tab-link,.fusion-tabs.fusion-tabs-1 .nav-tabs li.active a.tab-link:hover,.fusion-tabs.fusion-tabs-1 .nav-tabs li.active a.tab-link:focus{background-color:#ffffff;}.fusion-tabs.fusion-tabs-1 .nav-tabs li a:hover{background-color:#ffffff;border-top-color:#ffffff;}.fusion-tabs.fusion-tabs-1 .tab-pane{background-color:#ffffff;}.fusion-tabs.fusion-tabs-1 .nav,.fusion-tabs.fusion-tabs-1 .nav-tabs,.fusion-tabs.fusion-tabs-1 .tab-content .tab-pane{border-color:#ebeaea;}<\/style><div class=\"nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\"><li class=\"active\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-2ae21041dda96e1e57a\" aria-selected=\"true\" id=\"fusion-tab-xero\" href=\"#tab-2ae21041dda96e1e57a\"><h4 class=\"fusion-tab-heading\">Xero<\/h4><\/a><\/li><li><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-a8db8405109c909c296\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-quickbooks\" href=\"#tab-a8db8405109c909c296\"><h4 class=\"fusion-tab-heading\">QuickBooks<\/h4><\/a><\/li><li><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-c08b9cc6fc6af063d23\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-kashflow\" href=\"#tab-c08b9cc6fc6af063d23\"><h4 class=\"fusion-tab-heading\">Kashflow<\/h4><\/a><\/li><li><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-88dfbec7f8081be7f79\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-sage50\" href=\"#tab-88dfbec7f8081be7f79\"><h4 class=\"fusion-tab-heading\">Sage50<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-content\"><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\"><li class=\"active\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-2ae21041dda96e1e57a\" aria-selected=\"true\" id=\"mobile-fusion-tab-xero\" href=\"#tab-2ae21041dda96e1e57a\"><h4 class=\"fusion-tab-heading\">Xero<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix in active\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-xero\" id=\"tab-2ae21041dda96e1e57a\">\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">The customer contact could not be created in Xero.<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-2\">\n<p>If one of your invoices is for a contact with invalid contact details, i.e., no name or a missing or incorrect email. Then Xero will reject the contact and the invoice will not be able to be posted.<\/p>\n<p><img class=\"wp-image-30235 size-large lazyautosizes lazyloaded\" title=\"web invoices no line items\" src=\"https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-1024x653.png\" sizes=\"771px\" srcset=\"https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-200x128.png 200w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-300x191.png 300w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-400x255.png 400w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-600x383.png 600w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-768x490.png 768w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-800x510.png 800w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-1024x653.png 1024w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-1200x766.png 1200w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter.png 1514w\" alt=\"web connections customers filter\" width=\"1024\" height=\"653\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-1024x653.png\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-200x128.png 200w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-300x191.png 300w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-400x255.png 400w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-600x383.png 600w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-768x490.png 768w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-800x510.png 800w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-1024x653.png 1024w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter-1200x766.png 1200w, https:\/\/okappyimages.okappy.com\/web-connections-customers-filter.png 1514w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>To fix the error,<\/p>\n<ul>\n<li>Find the contact in the connection screen<\/li>\n<li>Select <strong>Change customer details<\/strong><\/li>\n<li>Add any missing information<\/li>\n<\/ul>\n<\/div>\n<div class=\"fusion-clearfix\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">One or more line items must be specified<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-3\">\n<p>If one of your invoices contains a line without a valid Xero line item, then exporting the invoice will lead to this error.<\/p>\n<p><img class=\"size-full wp-image-30273 lazyautosizes lazyloaded\" title=\"web invoices no line items\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items.png\" sizes=\"771px\" srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-300x203.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-400x270.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-768x519.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-800x541.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-1024x692.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-1200x811.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items.png 1435w\" alt=\"web invoices no line items\" width=\"1435\" height=\"970\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items.png\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-300x203.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-400x270.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-768x519.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-800x541.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-1024x692.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items-1200x811.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-no-line-items.png 1435w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<p>To fix the error,<\/p>\n<ul>\n<li>click the three dots next to the relevant invoice<\/li>\n<li>Select <strong>View\/edit<\/strong><\/li>\n<li>Select the item dropdown (requires that Okappy is authorised with your Xero account. View more <a href=\"https:\/\/www.okappy.com\/support-article\/connecting-to-xero\/\" target=\"_blank\" rel=\"noopener noreferrer\">info<\/a>)<\/li>\n<li>Select the relevant item for that dropdown<\/li>\n<li>Click the <strong>Update invoice<\/strong> button<\/li>\n<li>Re-export your invoices<\/li>\n<\/ul>\n<p>The following screenshot show the line items from the Xero dummy company.<\/p>\n<p><img class=\"size-full wp-image-30272 lazyautosizes lazyloaded\" title=\"web invoices xero line items\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items.png\" sizes=\"771px\" srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-300x203.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-400x270.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-768x519.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-800x541.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-1024x692.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-1200x811.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items.png 1435w\" alt=\"web invoices xero line items\" width=\"1435\" height=\"970\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items.png\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-300x203.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-400x270.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-768x519.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-800x541.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-1024x692.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items-1200x811.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-xero-line-items.png 1435w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<\/div>\n<div class=\"fusion-clearfix\"><strong>Note<\/strong>: If you have not set up any Xero items (products or services) please refer to the following <a href=\"https:\/\/www.okappy.com\/support-article\/using-xero-inventory-when-raising-invoices\/\">support article<\/a>.<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">Invoice not of valid status for modification<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-4\">\n<p>This error occurs when you are trying to export an invoice that already existing in Xero and is either approved, paid or deleted\/voided in Xero. Xero doesn\u2019t allow you to re-import transactions that have already been approved, paid or deleted\/voided.<\/p>\n<p>If the invoice matches the invoice in Xero, then you can simply mark the invoice as exported in Okappy. \u00a0If it is a different invoice, you will need to export it with a different invoice number.<\/p>\n<p>To export your invoice with a different invoice number, first copy the invoice which will give you the same invoice details but with a new invoice number. Delete the original invoice and then re-export your invoices.<\/p>\n<\/div>\n<div class=\"fusion-clearfix\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">This document cannot be edited as it has a payment or credit note allocated to it<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-5\">\n<p>This error normally occurs when you are trying to export an invoice that already exists in Xero and is marked as paid or has a credit note attached to it. Xero doesn\u2019t allow you to re-import transactions that have already paid.<\/p>\n<p>If the invoice matches the invoice in Xero, then you can simply mark the invoice as exported in Okappy. \u00a0If it is a different invoice, you will need to export it with a different invoice number.<\/p>\n<p>To export your invoice with a different invoice number, first copy the invoice which will give you the same invoice details but with a new invoice number. Delete the original invoice and then re-export your invoices.<\/p>\n<\/div>\n<div class=\"fusion-clearfix\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-6 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">Invoice not of valid status for creation<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-6\">\n<p>This error normally occurs when you are trying to export an invoice that already exists in Xero and is marked as paid or has a credit note attached to it. Xero doesn\u2019t allow you to re-import transactions that have already paid.<\/p>\n<p>If the invoice matches the invoice in Xero, then you can simply mark the invoice as exported in Okappy. \u00a0If it is a different invoice, you will need to export it with a different invoice number.<\/p>\n<p>To export your invoice with a different invoice number, first copy the invoice which will give you the same invoice details but with a new invoice number. Delete the original invoice and then re-export your invoices.<\/p>\n<\/div>\n<div class=\"fusion-clearfix\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-7 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-7 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">The contact with the specified contact details has been archived.<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-7\">\n<p>This error \u2013 The contact with the specified contact details has been archived. The contact must be un-archived before creating new invoices or credit notes \u2013 normally happens when a contact has been deleted\/archived in Xero and a new one created. \u00a0Okappy will try and update the contact details and post the invoice but it can\u2019t then the invoice won\u2019t be exported.<\/p>\n<p>You can resolve this by checking the contact details within Okappy match the new contact details in Xero or by updating your Xero contact.<\/p>\n<\/div>\n<div class=\"fusion-clearfix\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-8 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-7 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-8 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">Invoice # must be unique.<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-8\">\n<p>This error normally occurs when you are trying to export an invoice that already exists in Xero.<\/p>\n<p>If the invoice matches the invoice in Xero, then you can simply mark the invoice as exported in Okappy. If it is a different invoice, you will need to export it with a different invoice number.<\/p>\n<p>To export your invoice with a different invoice number, first copy the invoice which will give you the same invoice details but with a new invoice number. Delete the original invoice and then re-export your invoices.<\/p>\n<\/div>\n<div class=\"fusion-title title fusion-title-8 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">Item code &#8216;xxxx&#8217; is not valid<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-8\">\n<p>This error normally occurs when an item (product or service) was originally set up in Xero but has since been removed. \u00a0To resolve the issue, you can either add the item back into Xero. See <a href=\"https:\/\/www.okappy.com\/support-article\/using-xero-inventory-when-raising-invoices\/\">Using Xero inventory items<\/a>\u00a0for more information.<\/p>\n<p>Alternatively, change the item on the invoice by<\/p>\n<ul>\n<li>clicking the three dots next to the relevant invoice<\/li>\n<li>Selecting\u00a0<strong>View\/edit<\/strong><\/li>\n<li>Selecting the item dropdown (requires that Okappy is authorised with your Xero account. View more <a href=\"https:\/\/www.okappy.com\/support-article\/connecting-to-xero\/\" target=\"_blank\" rel=\"noopener noreferrer\">info<\/a>)<\/li>\n<li>Selecting a new item for that dropdown<\/li>\n<li>Clicking the <strong>Update invoice<\/strong> button<\/li>\n<li>Re-exporting your invoices<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\"><li><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-a8db8405109c909c296\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-quickbooks\" href=\"#tab-a8db8405109c909c296\"><h4 class=\"fusion-tab-heading\">QuickBooks<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-quickbooks\" id=\"tab-a8db8405109c909c296\">\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">Duplicate Document Number Error<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-2\">\n<p>This error means that there is already an invoice in QuickBooks with the same document number.<\/p>\n<p>This could for 1 of 2 reasons. Either you have already exported the invoice from Okappy, or you created an invoice with the same number outside of Okappy.<\/p>\n<p>If the invoice has already been exported from Okappy, you can Mark the invoice as exported from the three dots menu next to the invoice ID in Okappy. \u00a0This means Okappy won&#8217;t try and export it again the next time you run the export.<\/p>\n<p>If the Okappy invoice is valid and you do want to export it, then you will need to delete the existing invoice in QuickBooks.<\/p>\n<\/div>\n<div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">CustomerRef is required<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-2\">\n<p>This error generally means that the customer is not set up in QuickBooks.<\/p>\n<p>Okappy will automatically send a request to create the customer in QuickBooks. If you try and export the invoice again it should work. If there has problem setting up the customer in QuickBooks, you will need either check with QuickBooks or manually set the customer up in QuickBooks before trying to export again.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\"><li><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-c08b9cc6fc6af063d23\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-kashflow\" href=\"#tab-c08b9cc6fc6af063d23\"><h4 class=\"fusion-tab-heading\">Kashflow<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-kashflow\" id=\"tab-c08b9cc6fc6af063d23\">\n<div class=\"fusion-title title fusion-title-9 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">CustomerID could not be resolved from Customer Code, or CustomerID was 0<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-9\">\n<p>This error normally occurs when you are trying to import your invoices but have not set the mappings.<\/p>\n<p><img class=\"size-large wp-image-31100 lazyautosizes lazyloaded\" title=\"kashflow failed import\" src=\"https:\/\/okappyimages.okappy.com\/kashflow-failed-import-1024x714.png\" sizes=\"771px\" srcset=\"https:\/\/okappyimages.okappy.com\/kashflow-failed-import-200x139.png 200w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-300x209.png 300w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-400x279.png 400w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-600x418.png 600w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-768x535.png 768w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-800x558.png 800w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-1024x714.png 1024w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-1200x837.png 1200w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import.png 1374w\" alt=\"kashflow failed import\" width=\"1024\" height=\"714\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/kashflow-failed-import-1024x714.png\" data-srcset=\"https:\/\/okappyimages.okappy.com\/kashflow-failed-import-200x139.png 200w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-300x209.png 300w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-400x279.png 400w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-600x418.png 600w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-768x535.png 768w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-800x558.png 800w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-1024x714.png 1024w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import-1200x837.png 1200w, https:\/\/okappyimages.okappy.com\/kashflow-failed-import.png 1374w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>To fix it, click the <strong>Return to input screen<\/strong> button. Re-start the process and ensure the column mappings are set.<\/p>\n<p><img class=\"size-large wp-image-31102 lazyautosizes lazyloaded\" title=\"kashflow set mappings\" src=\"https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-1024x714.png\" sizes=\"771px\" srcset=\"https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-200x139.png 200w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-300x209.png 300w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-400x279.png 400w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-600x418.png 600w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-768x535.png 768w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-800x558.png 800w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-1024x714.png 1024w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-1200x837.png 1200w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings.png 1374w\" alt=\"kashflow set mappings\" width=\"1024\" height=\"714\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-1024x714.png\" data-srcset=\"https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-200x139.png 200w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-300x209.png 300w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-400x279.png 400w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-600x418.png 600w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-768x535.png 768w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-800x558.png 800w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-1024x714.png 1024w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings-1200x837.png 1200w, https:\/\/okappyimages.okappy.com\/kashflow-set-mappings.png 1374w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>If you still get the error, then also check that you haven\u2019t set the account identifier to 0 in the Okappy connections screen.<\/p>\n<\/div>\n<\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\"><li><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-88dfbec7f8081be7f79\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-sage50\" href=\"#tab-88dfbec7f8081be7f79\"><h4 class=\"fusion-tab-heading\">Sage50<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-sage50\" id=\"tab-88dfbec7f8081be7f79\">\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-10 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\">\n<div class=\"fusion-builder-row fusion-row\">\n<div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-9 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\">\n<div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\">\n<div class=\"fusion-title title fusion-title-10 fusion-sep-none fusion-title-text fusion-title-size-three fusion-border-below-title\">\n<h3 class=\"title-heading-left fusion-responsive-typography-calculated\" data-fontsize=\"26\" data-lineheight=\"33.33333206176758px\">Columns do not line up to headers<\/h3>\n<\/div>\n<div class=\"fusion-text fusion-text-10\">\n<p>If the columns don\u2019t line up with the headers, check that there are no commas in the reference or details columns. Sage50 uses a comma separated file (CSV) to import the date so if there are any commas in any of the fields, this will add a new column.<\/p>\n<p>To fix, simply remove the commas in the upload file, or correct the relevant Invoice in Okappy, set the invoices back to not exported and then re-export to create a new upload file.<\/p>\n<p><img class=\"wp-image-31107 size-large lazyautosizes lazyloaded\" title=\"kashflow set mappings\" src=\"https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-1024x713.png\" sizes=\"771px\" srcset=\"https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-200x139.png 200w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-300x209.png 300w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-400x279.png 400w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-600x418.png 600w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-768x535.png 768w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-800x557.png 800w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-1024x713.png 1024w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-1200x836.png 1200w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns.png 1394w\" alt=\"export invoices sage50 headers columns\" width=\"1024\" height=\"713\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-1024x713.png\" data-srcset=\"https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-200x139.png 200w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-300x209.png 300w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-400x279.png 400w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-600x418.png 600w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-768x535.png 768w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-800x557.png 800w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-1024x713.png 1024w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns-1200x836.png 1200w, https:\/\/okappyimages.okappy.com\/export-invoices-sage50-headers-columns.png 1394w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-1{width:100% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-1 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 1.92%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 1.92%;}@media only screen and (max-width:1024px) {.fusion-body .fusion-builder-column-1{width:100% !important;order : 0;}.fusion-builder-column-1 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:640px) {.fusion-body .fusion-builder-column-1{width:100% !important;order : 0;}.fusion-builder-column-1 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-flex-container.fusion-builder-row-2{ padding-top : 0px;margin-top : 0px;padding-right : 0px;padding-bottom : 0px;margin-bottom : 0px;padding-left : 0px;}<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-2\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Check out troubleshooting guide for any problems exporting your invoices<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[334,564,335,328,347,336,534,337],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Troubleshooting - exporting invoices - 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