Invoice Line Item's GL-Synced Item Needs a Maxio Platform Profile

Invoice Line Item has a QuickBooks synced Item/Product that needs a Maxio Profile and therefore will NOT sync.

This alert appears on an Invoice Line Item when the Item it uses was created in QuickBooks, synced into Maxio Platform, and still needs its Maxio Profile completed. Until that profile is added, this Invoice Line Item will not sync to QuickBooks, and if the Invoice contains it, the whole Invoice will not sync either.

Why the Item's Maxio Profile is missing

When you connect QuickBooks, Items are created and managed in QuickBooks first, then synced into Maxio Platform. When one of those Items syncs in, Maxio Platform requires some additional Maxio Platform-specific information about it, called the Maxio Profile, before the Item can be used on Transactions and Invoices. At a minimum, the Item's Recurrence field must be set before its Maxio Profile is considered complete.

This condition only affects Items that originated in QuickBooks. Items created directly in Maxio Platform never need a Maxio Profile.

Add the Item's Maxio Profile

You add a Maxio Profile from the Items list in Maxio Platform, not from QuickBooks. Go to Admin > Items, then select the "Items needing Maxio Profile" link in the Attention Needed table to open the Item and complete its profile; at minimum, set the Recurrence field.

For the full walkthrough of adding, editing, and removing Items, including how the Maxio Profile works, see Items Overview (Add, Edit, & Remove).