How to troubleshoot and resolve error "The account period has closed and the account books cannot be updated through through the QBO Services API. Please use the QuickBooks Online Website..."
In QuickBooks, you can close your accounting period to lock and/or safeguard the information within the accounting period to prevent unauthorized changes. This prevents the profit and loss report from changing, so your company can properly report income to your local tax agency.
When syncing transactions, QuickBooks Online returns the following error message to Connex Online:
Order [...] with date X/YY/20ZZ and customer [...] has failed to export: The account period has closed and the account books cannot be updated through through the QBO Services API. Please use the QuickBooks Online website to make these changes.
This is a QuickBooks Online error message. It means that the transaction in question is dated for a closed accounting period in QuickBooks Online. Therefore, the transaction cannot post to the corresponding month. This can happen when the accounting period is closed, but the transaction is received (synced) to QuickBooks Online late and/or after the period is closed.
1. Unlock the accounting period:
Reopen the month in QuickBooks Online, then re-sync the transaction(s) in question with a Connex Online manual/historical sync.
To open the accounting period, please follow these steps:
- In QuickBooks, go to the gear box > company settings.
- Click advanced.
- Turn the Accounting period off:
- In Connex, resync missing sales.
2. Change the order date:
Change the date of the transaction in question within the given integration for a date and time that occurs within the currently open accounting period. Then, re-sync the transaction(s) in question with a Connex Online manual/historical sync.