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

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. 

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