If you get a “Partial Success” message in Amalgam, that means that while your data was valid as far as our app could tell, one or more errors occurred when sending that data to its destination. This is usually a result of rules put in place by the app that Amalgam isn’t able to check on our end.
When this happens Amalgam puts the message QuickBooks sends back into the yellow message box, which will hopefully make the process of figuring out what went wrong easier. However, these messages can be confusing at times.
The Business Validation Error
QuickBooks contains data validation rules that are the same whether you are using the QBO website or Amalgam to create and edit your data.
Because these rules often require knowledge of multiple parts of an account, it isn’t always possible for Amalgam to check this data before sending to QuickBooks, resulting in an error message.
Usually the message will be in plain English, like: “When you use Accounts Receivable, you must choose a customer in the Name field.” In those cases, the solution is usually straightforward.
However, sometimes QuickBooks will describe a missing data field in a more confusing way, such as “AcctRef.value is missing.” In these cases, the period-separated list of variable names can be hard to understand. You can usually guess the data missing from the last or second-to-last value in the list, but feel free to reach out to support if you need a hand.
Still Confused? Possible Sheet Errors
If the error message doesn’t match what you are seeing in the sheet, it is possible there has been an error with the sheet itself. Some examples of this:
- “Missing” value isn’t actually missing: if QuickBooks tells you a required field is missing, but you have filled it out in the sheet, you may not have selected from one of the allowed drop-down menu options. In some cases, the value we send to QuickBooks is required to match from an existing list in QuickBooks itself, making it crucial that the values match up
- Data in Sheet isn’t up-to-date: perhaps your list of options in the drop-down menu isn’t up to date with the latest in QuickBooks. To refresh this list, you can always select “refresh” in the Amalgam sidebar
- Hidden formulas have broken: in other cases, the value we send to QuickBooks isn’t the name of a record (like a customer or vendor) at all, but an ID for that vendor that QuickBooks uses to recognize it. Amalgam has several hidden columns in its resources that it uses to look up those IDs from the values in other columns – if one of these columns is overwritten, QuickBooks may incorrectly believe that a selection has not been made
If all else fails, reloading the sheet with the “Reload” button can resolve most problems. This will delete any formulas or data you have created, but it will reload all the lookups, drop-downs, and hidden formulas to ensure the sheet is working properly.