ConnectWise General Ledger FAQs & Troubleshooting
Error: “Transaction split lines to accounts payable must include a vendor on that split line”
This error appears when expenses were entered or approved while Transfer Expense as a Bill was deselected in the Accounting Package Setup Table.
The root cause is usually the Direct Transfer checkbox. Deselecting Direct Transfer automatically deselects Transfer Expense as a Bill — without warning. After re-selecting Direct Transfer, you must manually re-select Transfer Expense as a Bill.
- Go to Setup Tables > Accounting Package.
- Select Direct Transfer.
- Manually select Transfer Expense as a Bill.
- Select Save.
Why does my product description show as “Service” when batching invoices to QuickBooks?
The Inventory SOH Option is not selected. This option controls whether products post to QuickBooks using Item ID. Without it, QuickBooks falls back to a generic “Service” description.
- Go to Setup Tables > Accounting Package > Product Options.
- Select Inventory SOH Option.
- Select Save.
Accounts are missing on the GL Entries tab of an invoice
A blank account field on the GL Entries tab means a GL account mapping hasn’t been created for that record type. Add the missing mapping in your accounting package setup, then re-open the invoice to verify the field populates.
Payment sync is stuck
Whenever you update QuickBooks, the payment sync rechecks all invoices from the beginning — this can take a long time.
Note: Start the payment sync at the end of the business day and let it run overnight. You only need to do this once after each QuickBooks update.