QuickBooks Online sync error: Payment (bank) account is required for payments
Why the sync error occurs
This error occurs when a payment is trying to sync to QuickBooks Online from Cashflow360, but the Default Bank Account, GL account for the paying bank account/credit card or Money Out Clearing Account setting in Cashflow360 sync preferences isn't the correct type of account, is blank or is set to an inactive account. To import payments into your Quickbooks Online account, all of the payment chart of accounts need to be of type “bank” or “credit card” in Quickbooks Online. This is a requirement from Quickbooks Online.
How to fix the sync error
Update the sync preferences by updating the Default Bank Account, GL account for the paying bank account or Money Out Clearing Account in Cashflow360:
- Select Settings
- Select Preferences under Sync
- Select the edit icon
- Select a bank account for the Default Bank Account
- Select Save
- Sync again
Resources
ACCOUNT SETUP View all