When a company is integrated with Sort My Books an error can occur if the company is not set up as a supplier or sub-contractor (Purchases) or as customer or principle contractor (sales) in Sort my Books:
When setting up a company in SmB there are 4 options on how the company is set up for Purchases:
Sort my Books can only accept published purchase invoices to a company set up as either Supplier or Sub-Contractor. To change the company setting in SmB go to:
> Supplier Settings
> then change Payee Id to Supplier or Sub-Contractor.
For publishing sales invoices to a customer account the company needs to be set up as Customer or Principle Contractor. As with a supplier, if Other is selected then SmB will not accept sales invoices.