I'm trying to integrate my Ownerez account with Quickbooks.
I'm getting an error " Failed- Invalid Reference Id: An item in this transaction is set up as a category instead of product and service."
I set up a new product/service for this integration: short-term vacation rental, coverage credit card, county tax 3%, state GE tax, and state TAT tax. These products do not have any categories; they are under the Service type.
I'm not sure what I'm doing wrong. Any help is greatly appreciated.
Ania
That typically means that you are referencing a "Product or Service Item" that is a category (i.e., a parent item) and not a specific item below that.
For instance, in this screenshot, here's a list of Product or Service Items where "Hospitality" (red arrow) is the category:
If you try to select Hospitality, you will get the category error.
Check your Product or Service Items list in QB, then look at the settings in OwnerRez. If you still don't see it, try using the Refresh References button to update OwnerRez and that may refresh the list.