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Why can't I import data to QuickBooks?
Why can't I import data to QuickBooks?
Updated today

Problem

The Auty-mation keeps failing and is unable to import data from WellnessLiving to QuickBooks.

Solution

This can occur if there is a data synchronization issue. To resolve the issue, either disconnect and reconnect your QuickBooks Online account, or edit and resubmit your data. Instructions are provided below. If the issue persists, please contact WellnessLiving Support.

Disconnect and reconnect your QuickBooks Online account

To disconnect and reconnect your QuickBooks Online account, follow these steps:

  1. Click the App Drawer button then click View All > Finance.

  2. On the Finance page, click View Dashboard.

  3. Click Connections.

  4. On the connect QuickBooks Online account, click Disconnect.

  5. Click Connect to QuickBooks and enter your sign-in credentials.

Edit and resubmit your data to your QuickBooks Online account

To edit and resubmit your data to your QuickBooks Online account, follow these steps:

  1. Click the App Drawer button then click View All > Finance.

  2. On the Finance page, click View Dashboard.

  3. Click Auty History.

  4. Click the transaction marked Failed.

  5. On the Auty-mation Summary page, click Failed.

  6. Review the suggestion provided in the Row Message column to check why the transaction failed.

  7. Based on the suggestion provided in the previous step, edit the information in any of the other fields, such as Purchase ID and/or Revenue Category.

    • The data must not contain any colons (:) and semicolons (;). If the data contains these symbols, replace it with a blank space or another symbol before resubmitting it.

  8. Click Resubmit.

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