QuickBooks for Windows Sync Error: The Account for this transaction must be of type Bank

Why the Sync Error occurs

A sync error occurs when the General Ledger account associated with the payment in PayMaker is not a "Bank" account type. When paying bills in QuickBooks for Windows, a "Bank" account type must be used.

How to Fix the Sync Error

If an account is already selected in the Sync Preferences, the type of account may have changed. Follow these steps to update the settings:

  1. Click Settings
  2. Click Chart of Accounts
  3. Click the chart of account selected
  4. Click the edit icon
  5. Select Bank in the Type field
  6. Click Save
  7. Sync again

Things to know

  • For Offline Payments, the Payment Account can be updated to a Bank type account on the Bill Payment Information screen by clicking the edit icon