QuickBooks for Windows Sync Error: An attempt was made to modify a <transaction> with a date that is on or before the closing date of the company

Why the Sync Error occurs

This error occurs when a bill or payment update is trying to sync but it is dated on or before the closing date in QuickBooks. When a Close Date and Password are set in QuickBooks, the password is required for changes that alter the balances for the closed accounting period.

How to Fix the Sync Error

You can either open the period in QuickBooks and sync again. This is not the recommended option as we are unable to know in advance if any other transactions will sync into the closed period along with the oone you intend to sync. If you do choose this route, a QuickBooks Administrator needs to be sure to remove the Closing Date password before syncing to clear the error.

Alternatively, you can manually update the bill or payment in QuickBooks when logged in as an Administrator. QuickBooks requires that a user with Admin privileges enters a password. When completed, contact Customer Support to request that we mark the update made to the transaction in Bill.com not to sync.

Check the Audit Trail for the update

In order to find what the update is that's trying to sync, you can check the audit trail of the transaction

Bills

  1. Click Bills in the left navigation pane
  2. Click the Invoice Number of the bill you wish to review
  3. Click More actions
  4. Click View audit trail

Payments

  1. Click Payments out in the left navigation pane
  2. Click the Payment Confirmation Number of the bill you wish to review
  3. Click More actions
  4. Click View audit trail