QuickBooks Troubleshooting Items
Author Mothernode Support
Purple text denotes fields most like that apply to CM/MZ export to QBD and QBO
Avoid Copying and Pasting Special Characters
Copying and pasting information from an external source. Sometimes the characters being added may not be obvious i.e., ® or ™, further adding to problems when diagnosing the issue
Avoid Importing Special Characters
. The following fields should not include any fields that are subject to character limitations.
- Customer Name
- Vendor Name
- Contact Name (s)
- Products and Services (Item Names and Descriptions)
- Inventory (Item Names and Descriptions)
- Billing Of Materials (Item Name and Descriptions)
- Free form (Item Name and Descriptions)
- Pricing Calculator (Item Name and Descriptions)
Special characters with limitations should be removed from the following records that may directly or indirectly contain data that could be used to sync with QuickBooks.
- Customers
- Contacts
- Leads and Opportunities
- Quotes
- Orders
- Invoices
- Purchase Orders
- Work Orders
- Cases
- Inventory
- Products and Services
- Outlook/Gmail
Acceptable Characters
QuickBooks Desktop and QuickBooks Online will Accept the following special characters
|
Alpha-numeric (A-Z, a-z, 0-9) |
Single quote (‘) |
|
Comma (,) |
Tilde (~) |
Dot or period (.) |
Asterisk (*) |
|
Question mark (?) |
Space () |
|
At symbol (@) |
Underscore (_) |
|
Ampersand (&) |
Minus sign/hyphen (-) |
|
Exclamation point (!) |
Semi-colon (;) |
|
Number/ Pound sign (#) |
Plus sign (+) |
QuickBooks Character Limitations (QBD and QBO)
Certain fields in QBD and QBO may have character limitations. This is a QuickBooks requirement when syncing data. The following list displays fields with character limits in QBO and QBD.
|
QuickBooks Field |
QuickBooks Max Character Limit |
|
Account Name |
31 |
|
Account Number |
7 |
|
Customer Name |
41 |
|
Vendor Name |
41 |
|
Vendor Contact |
41 |
|
Item Name |
31 |
|
Item Description |
4095 |
Source: https://support.mothernode.com/knowledge-base/quickbooks-special-characters-causing-syncing-errors/#:~:text=QuickBooks%20Desktop%20and%20QuickBooks%20Online%20will%20Accept%20the,period%20(.)%20Question%20mark%20(%253F)%20At%20symbol%20(%2540