Automatched transactions: When the QuickBooks payee name or memo fields are blank in a register entry that is automatically matched to a downloaded transaction, the online banking workflow will include the downloaded payee name and/or memo in the memo field as additional information from the financial institution. In a multi-user case, if another user edits or deletes the register entry that online banking is trying to match to (and add this additional information), the user in online banking will receive an error when they try to save. This error message may not indicate that this is the cause of the error. The user should close the Add Transactions to QuickBooks window and then re-open it to refresh the data.
Linking transactions: When another user edits or deletes a transaction such as an open bill, undeposited payment, or open invoice that the online banking user is trying to link a downloaded transaction to, when the online banking user tries to add the downloaded transaction to QuickBooks, they will receive an error message that may appear cryptic (e.g. "Cannot create transaction" or referencing record locks). The user should close the Add Transactions to QuickBooks window and then re-open it to refresh the data. The one case that works correctly is editing an open invoice. (We are testing the undeposited payment case so more on this later).