I'm getting "can't record invalid transaction" errors in QuickBooks when doing the import.
A common cause of this error is when you are using account numbers instead of account name descriptions for any of your accounts in the QB setup in Camelot. Be sure you have text descriptions for you...
- Troubleshooting - Why is the client's balance increasing or doubling after I've entered a payment?
When editing a payment entry that has already been newly entered, you need to take note that whatever the amount is will be negated since payments lessen a client's balance, so you will notice that th...
- Calculating Commissions Troubleshooting - Applying Commissions
If you are having trouble getting your commissions to figure right when you view the results in the Technician Commissions Report, then you may want to follow these steps to be sure that you have you...
- How do I setup my Zones? Using the Zone Creator
A Zone is a grouping of zip codes that is assigned a description and a color. This is utilized in scheduling so that each job you schedule has a color associated with it that represents the Zone or a...
- How do I enable security / login?
By default, the user name for Camelot is "Manager" and the password is the word "password". These are both case-sensitive - meaning you have to enter them just like that (capital M, lower case anag...
- City / Postal Codes / Zip Codes Setup
From the Misc/Setup pull-down menu, choose Cities/Postal Codes. This is the internal list of Cities and Zip/Postal Codes that is used for automatic lookup in Camelot. Each zip/postal code and c...
- Tax Calculation Troubleshooting - Problems with Taxes
These instructions take you through every place in the program where the tax setup comes into play. Follow these closely, and you should solve whatever tax problems you may be having. 1. Go to Mi...
- Troubleshooting - When I select a mailout and click Create Now, nothing happens
If you cannot get a mailout to create for you, the problem could be caused by a number of different things, so it will take some trial and error possibly to find the exact problem.As always, first clo...
- Setting up Commissions / Commission Levels
There are a wide variety of ways to set up commissions in Camelot. Mainly you can pay any flat commission of your making, any commission scale, plus a combination of other bonuses that are paid eithe...
- Network Installation
...ware requirements, see the help on Recommended System Requirements. See the help on installation troubleshooting for more information.
- Company / Misc Info Setup Screen
From the Misc/Setup pull-down menu, choose Company/Misc Info. You then see the Company Setup screen, which has the following options: General On the General tab, you will enter your company inform...
- Error opening database (Windows 95 or Windows 98)
NOTE: This error would only happen possibly on a Windows 95 or 98 installation, and should not happen on a 2000 or XP installation, since the MDAC is a part of those operating systems. Problem: Af...
- Why does the Balance on an order remain 0 when it should say the client owes money?
The balance for an order will not be updated until the Status on the order is marked as Done. Then, based on the Payment Terms you have set for the order and the date on the order, there will be one...
- Error - Unrecognized Database Format
PROBLEM / ERROR: “Unrecognized Database Format” This problem can sometimes be corrected simply by running the Camelot Database Utility program (Start > Programs > Camelot > Camelot DB Ut...
- Error opening query for the chosen report
You would most likely get this error because you have invalid criteria entered for a report. Please refer to the topics about the Criteria screen for help on setting up criteria. If you are getti...
- Everything I import into QB from Camelot is dated 1980
This is caused in versions of QuickBooks before '99 and is a Y2K glitch. To avoid this problem, you must be sure that the dates that get exported are formatted as a 2-digit year, not a 4-digit year -...
- I can't see the invoices that have been imported into QuickBooks from Camelot
Different versions of QuickBooks treat imported invoices differently, but no matter which version you have, you can see your invoices on the Sales By Customer Detail report when you choose to list al...
- The payments I have entered are not being applied to the invoices they go with
Unfortunately, QuickBooks cannot automatically apply the payment with the invoice in the import operation. Even though the payments are imported, they are just listed and still need to be received, a...
- Why is there a number in parenthesis after the customer names when I do an import into QuickBooks?
In QuickBooks, the customer name field is the basically the unique identifier for the customer. Therefore, when exporting, Camelot has to be sure that the customer name is unique, so that it knows wh...
- QuickBooks says "Error on line ..." while doing the import
You probably have your preferences in QuickBooks set that you do charge sales tax. Therefore, your QuickBooks options in Camelot need to be set that way as well. From the Misc/Setup pull-down menu...