How Can I Resolve QuickBooks Account Limit Errors When Using LeanLaw?
When using QuickBooks integrated with LeanLaw, you may encounter an account limit error. This error occurs when the total number of accounts in your QuickBooks Chart of Accounts exceeds your current plan’s usage limits. Resolving this issue does not require upgrading your plan. Instead, you can address the problem by reducing the number of active accounts in QuickBooks.
Steps to Resolve QuickBooks Account Limit Errors
Identify Unused Accounts: - Log in to your QuickBooks account. - Open the Chart of Accounts section and review the list of all accounts.
Archive or Mark Accounts as Inactive: - Locate the accounts you no longer use or need. - For each account you want to deactivate, mark it as Inactive. This process does not delete the account but removes it from active usage, thereby lowering your total account count. - This step must be performed directly in QuickBooks, not LeanLaw.
Verify Account Numbers: - Ensure that the total number of active accounts is now within your plan’s usage limits. You can check this in your QuickBooks plan details.
Retry Integration Processes: - After reducing the number of active accounts, you may retry the action causing the error. For example, reattempt the trust deposit if the error occurred during this process.
Key Considerations
Changes are Made in QuickBooks: Any changes related to account limits should be made in QuickBooks. Archiving or marking accounts as inactive in LeanLaw will not impact the error.
Data Preservation: Marking an account as Inactive does not delete its historical data, ensuring you retain records for reporting and auditing purposes.
By following these steps, you can bring your account usage under the plan limit and continue using QuickBooks and LeanLaw seamlessly without additional costs.
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