What happens if there are errors in the data Sumac exports to QuickBooks?

What happens if there are errors in the data Sumac exports to QuickBooks?


Before it sends any records to QuickBooks, Sumac needs to get QuickBooks account IDs. It does this by sending the codes of the accounts in Sumac, and getting the account IDs back from QuickBooks. If any of these fail, the whole export operation is terminated without sending any actual transactions to QuickBooks (so no errors are entered into QuickBooks).

For QuickBooks Online: Sumac tries to send every record to QuickBooks Online one at a time. Ones that succeed get assigned transaction IDs, ones that fail do not. There is a message at the end that tells you how many succeeded and how many failed.

For QuickBooks Desktop: All transactions are sent at once in one big batch. QuickBooks Desktop will return transaction IDs for the ones that worked, not for the ones that didn't. If some failed, there is an error message.

With both the online and desktop versions, it is always possible that Sumac will get a terminal error that prevents it from sending anything further (e.g. the connection between Sumac and QuickBooks may be dropped). If this occurs there is an error message that tells you what happened and, as above, the transaction IDs will show which ones succeeded and which ones failed.




    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      Societ Academy

      Learn what you need to know, any time. Free!



      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.