The terms code "X" was found on one or more transactions, but was not found in QuickBooks Online


Error

The terms code "x" was found on one or more transactions, but was not found in QuickBooks Online" is given.


Cause

When a terms code is used in ConnectWise PSA on a transaction (such as an invoice), the Terms must have the XRef field filled in ConnectWise PSA. If this error is received, then the Terms Xref field is blank in the ConnectWise PSA Billing Terms Setup Table. Sometimes, the error message might say "The terms code "XXX" was found...". In this case, the user HAS filled the Terms XRef in ConnectWise PSA, but that Terms code was not found in QuickBooks Online. 

Note: Terms will NOT automatically be created in QuickBooks Online if they are not found.

Resolution

Please review the following articles to resolve the issue.

  1. Billing Term Mapping 



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