Transaction ID cannot be Linked

Owned by Karen McDonald
Last updated: Jan 11, 2023 by Gemma Heidemann
3 min read

Error:

620: TxnID Cannot Be Linked - TxnID Cannot Be Linked : 123

 Transaction was reverted to Draft status to allow errors to be corrected.

 

Solution:

This error has several items that could be a problem. Please check the following items and then if your problem persists, please contact the OWL Helpdesk.

 

  1. Check the transaction that this is linked to for any issues. E.g. This is a receipt. Check that the Invoice in External Accounting system is open, unpaid (or partially paid) NOT closed.

    If a receipt has been manually created in the External Accounting system onto the invoice (likely from the bank feeds), this receipt will need to be removed and the receipt from Wise Owl reconfirmed (after clearing the error). Once the receipt from Wise Owl posts through, you need to match the bank feed to that receipt correctly.


  2. Make sure the WOL matter (customer in QuickBooks Online) has bill with parent set. 

  3. Check that the Matter is under the correct Primary Client (Customer) in QuickBooks Online

    1. This error often occurrs if you have edited your client's External Accounting Name after it has posted and not updated it in QuickBooks Online.
      This can cause a duplicate Primary Client in QuickBooks Online and have the matter attached to the wrong name.

  4. Once you have completed Step 3, Resolve the error and attempt to repost the receipt by confirming it.

 

Fixing the External Name in QuickBooks Online 

Step 1 Check the Name in QuickBooks Online

  1. Log in to your QuickBooks Online file

  2. From the Navigation menu choose Sales > Customers




  3. Use the search bar to find your contact




  4. Determine if there is one or more contacts with the same name and then follow the steps below.

 

Step 2 If your contact has posting to QuickBooks Online and there is just one contact, look at the steps on this linked page to fix the contact

Step 3 If your contact has posted to QuickBooks Online twice, follow the steps below.

  1. Determine the correct name for the contact. Usually for Individiuals this is Last Name, First Name and for Company's it is the Company Name.
    This must match exactly to your  Accounting System Name listed on the contact in Wise Owl.




  2. Open the incorrect contact in QuickBooks Online and check for any matters that have been allocated to this contact. 
    These will need to be moved off the contact before the change can be made.

  3. Once all matters have been removed from the incorrect contact, click on the Edit button in the Contact's information and change the Display Name to be exactly as per the External Name in the OWL.

    This will give you the option to merge the incorrect contact with the correct contact. Accept the change and finalise.


     

  4. Resolve errors in the OWL relating to this contact and repost the transaction as required.