Issue:
- Trust Transactions Not Syncing to Quickbooks Online with Sync Error 6140
- Quickbooks Error Code (6140): Duplicate Document Number Error
- Quickbooks Error Code (6140): This number has already been used. DocNumber=(Number) is assigned to Journal Entry
Environment:
- Clio Manage
Additional Information:
These resolution steps are specific to manually entered Trust Transactions unrelated to payments against Bills or Trust Requests.
Cause:
- A specific setting was enabled in Quickbooks Online resulting in Trust Transaction sync error (6140): Duplicate Document Number Error.
- It could also be caused if a Manual Journal entry was made in Quickbooks and now Clio is trying to make a new Journal entry with that same number
Resolution:
In Quickbooks Online:
- Select Settings
- Select Advanced Settings
- Disable “Warn if duplicate journal number is used”
In Clio:
- Select Settings
- Select Bill Syncing
- Locate the Error Code by scrolling down
- Click Retry
- Wait for the next sync cycle to re-sync.
- If the steps above don't work, the manual journal entry may have to be deleted.