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Why did a 'transaction could not be locked' error appear when exporting a commitment change order to QuickBooks®?

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Issue 

When attempting to export a commitment change order from Procore to QuickBooks® with the ERP Integrations tool, an error message appeared saying the item was in use and the transaction could not be locked. 

  • QuickBooks® Error Message:

    There was an error adding, modifying or deleting [XXXXXX-XXXXXXXXXXX] because it is already in use.
    The transaction could not be locked.

    Note: In the example above, [XXXXXX-XXXXXXXXXXX] denotes the unique identification number for the purchase order. 
     
  • Cause:

    The export from Procore to QuickBooks® failed because the Purchase Order window was open in QuickBooks®.

Solution 

To attempt to resolve this issue, close the open Purchase Order window in QuickBooks® Desktop. Then retry the export process again as follows:

  1. Close the open Purchase Order window in QuickBooks® Desktop.
  2. Navigate to the company's ERP Integrations tool. 
    1. Click the Commitment Change Orders tab.
    2. Click Failed to Export. 
    3. Follow these steps:
      1. Reject the commitment change order in the ERP Integrations tool. See Accept or Reject a Commitment Change Order for Export to QuickBooks® Desktop.
      2. Re-send the commitment change order from the Change Orders tool to the ERP Integrations tool. See Resend a Rejected Commitment Change Order to ERP Integrations for Accounting Acceptance.
      3. Accept the commitment change order for export to QuickBooks® Desktop. See Accept or Reject a Commitment Change Order for Export to QuickBooks® Desktop.

See Also