Rename products and recreate them
Problem
You cannot sync sales to QuickBooks Online.
Description
Your log shows this error:
The action could not be completed because another user was creating, editing or deleting a transaction with inventory products at exactly the same time. Occurred at 7/6/2024 2:18:13 PM.
If a product on a sale is associated with more than 15,000 sales in QuickBooks Online, then the sync will fail. Connex syncs orders four at a time to QuickBooks Online. If any order in the batch has problem product, then the whole batch will fail. QuickBooks must recalculate COGS and inventory asset and the more orders associated with an item, the more likely the sync will fail. For more technical details, read this guide.
Solution
This problem occurs when selling business to consumer, you have an order volume of 30,000 sales per year for 3 - 5 years, and a few products are ordered several hundred times a week. Usually, a small percentage of products cause the issue. There are two parts to the solution. The first is to rename and recreate the problem items. The second is switching to a summary sale.
Rename products and recreate them
Recreate the items and resync your sales. The new item is associated with no sales, so QuickBooks can recalculate the numbers easily. Here are the steps:
Find Problem Items
Here are the steps:
- Log into Connex for QuickBooks.
- Go to sync activity > errors.
- Export to Excel.
- In the message field on the Excel, look up the action could not be completed. Orders are grouped in four with a timestamp, like 7/6/2024 2:18:13 PM. This means one of those four orders has a product causing the error.
- In your ordering solution, look up the sale.
- Look up the products from the ordering solution in QuickBooks.
Rename Problem Items
Now that you have a list of potential problem products, look them up in QuickBooks.
- In QuickBooks, go to reports.
- Search for inventory valuation detail.
- You will see a list of items and how many orders are associated. Pick out ones with 15,000 or more sales.
- In QuickBooks, go to products and services.
- Open the product in QuickBooks.
- In the name and SKU field, enter Q22024 after the time:
- Create a new product with the old name and SKU. Enter the proper quantity on hand by selecting adjust and quantity. A screen will appear. Enter the value of the inventory.
Use Summary Payout
To reduce the number of transactions, we recommend using a summary sale that syncs once a day. After renaming the problem products, switch to the summary. Then, select the summary sale option from Connex.