QuickBooks Desktop sync error: The Account for this transaction must be of type Bank

Why the sync error occurs

A sync error occurs when the General Ledger account associated with the payment in Cashflow360℠ isn't a Bank account type. When paying bills in QuickBooks Desktop, a Bank type account must be used.

How to fix the sync error

If an account is already selected in the Sync Preferences, the type of account may have changed. Follow these steps to update the settings:

  1. Select Settings
  2. Select Chart of Account
  3. Select the chart of account
  4. Select the Edit icon
  5. Select Bank in the Type field
  6. Select Save
  7. Sync again

Things to know

For Offline Payments, the Payment Account can be updated to a Bank type account on the bill payment record by selecting the edit icon.