Issue Overview
When exporting an invoice from BMS to QuickBooks Online (QBO), the following error occurs:
"Object reference not set to an instance of an object"
Primary Cause
The account type in BMS does not match the customer type in QBO.
Example:
- Account is set as Vendor in BMS
- Customer is set as Client in QBO
This mismatch causes the invoice export to fail.
Ensuring that account types in BMS and customer types in QBO are consistent prevents validation errors during invoice exports.
Step-by-Step Resolution Guide
Step 1: Identify the Account and Customer
- Locate the account associated with the invoice in BMS.
- Locate the corresponding customer record in QBO.
Step 2: Confirm the Source of Truth
- Decide whether BMS or QBO should be treated as the source of truth for the account/customer type.
Step 3: Match the Account and Customer Types
- Update the account type in BMS or the customer type in QBO so that both systems use the same type.
- Ensure the values are fully aligned between BMS and QBO.
Step 4: Re-export the Invoice
- Once the account/customer type mismatch is resolved, re-export the invoice from BMS to QBO.