QuickBooks Online Sync Issue: Account Period Closed, Cannot Update Through Services API

When Closing Dates block an Invoice or Credit Memo from syncing

You're sending an Invoice or Credit Memo to QuickBooks Online with a date on or before a Closing Date. Two independent Closing Dates can cause this: Maxio Core's own Closing Date, which stops Maxio from creating or updating the record for that period before it's ever sent to QuickBooks Online, and QuickBooks Online's own Closing Date, which QuickBooks Online enforces on its side of the connection. The exact "Account Period Closed, Cannot Update Through Services API" text is QuickBooks Online's own error message, not something Maxio generates.

Fix the sync by resolving the Closing Date conflict

You have three ways to resolve this, in order of preference:

• Move the date. Change the Invoice or Credit Memo's date to fall after both Closing Dates. Once the date clears the closed period, the record syncs on the next run.
• Lift the QuickBooks Online Closing Date temporarily. Remove or push back the Closing Date in QuickBooks Online, let the sync send the Invoice or Credit Memo, then set the Closing Date back. This happens entirely in QuickBooks Online's own interface.
• Mark the record as Do Not Sync. Edit the Invoice or Credit Memo in Maxio and select the Do Not Sync checkbox. If you still need the data in QuickBooks Online, recreate it there manually; you may still need to lift the Closing Date to do that.

Important: If you recreate an Invoice or Credit Memo manually in QuickBooks Online after marking the Maxio record Do Not Sync, don't move the Get Invoices from QuickBooks Only After Date setting earlier and re-sync. A sync that reaches back past that date won't recognize the manually recreated record as the one you excluded, so it creates a second, duplicate Invoice or Credit Memo in Maxio.

Keep Closing Dates and Invoice dates aligned

A couple of habits keep this from recurring:

• Set and review both Maxio Core's Closing Date and QuickBooks Online's Closing Date on a regular cadence, so neither lags behind the other.
• Date new Invoices and Credit Memos on or after the current Closing Date. Avoid backdating them into a period that's already closed.

Related information

For how to set and adjust both Closing Dates and the Transaction Lock Date, see Manage Closing and Transaction Lock Dates.