Troubleshooting

What your AI assistant or RoboLedger tells you when something is in the way, and how to clear it. You can also paste any of these messages to your assistant and ask what to do.

"Cannot close period…" with a stale sync

QuickBooks hasn't synced since the month ended. Ask your assistant to sync, or press Sync Now on the QuickBooks card, then try the close again. A regular sync looks back 60 days. If the change you're waiting for is older, choose From a specific date with a date that covers it, or Full rebuild.

"QuickBooks rejected the credential refresh… Reconnect the account"

The connection to QuickBooks has expired or was revoked in Intuit. Open Entity → Connections, disconnect QuickBooks and choose Disconnect, not Sever and go native, which can't be undone. Then connect the same QuickBooks company again. It picks up the existing connection, so your history stays attached.

"Sync already in progress"

A sync is still running. Wait for it to finish, then ask again.

Statements come back empty

Your chart of accounts isn't mapped, so RoboLedger doesn't know where your accounts belong on the statements. Ask your assistant which accounts are unmapped, or review them in Ledger → Chart of Accounts. See What RoboLedger needs to work well.

"Ledger not initialized. Connect a data source first."

The graph has no books yet. Connect QuickBooks. See Connect your books to your AI assistant.

"roboledger commands are not available on repository graphs"

Your assistant is connected to a shared repository, such as the SEC graph, and asked it to do something to your books. Each connection is one graph, chosen when you sign in. Add a connection and choose your RoboLedger graph.

The same goes for "roboledger is not provisioned for this graph": the connection is to one of your graphs that doesn't have RoboLedger.

"Scheduled entries for this period are still pending"

A schedule has an entry due for the month and it hasn't been drafted yet. Ask your assistant to draft the month's schedule entries, or use Draft entry in Ledger → Closing Book. If the blocker names a month long before the one you're closing, a schedule was set up to draft months that were already behind you. Ask your assistant to rebuild that schedule, which starts it again from your first open month. If it can't, delete the schedule in Ledger → Closing Book and set it up again. See Schedules for recurring entries.

A close refuses to run

• Out of sequence. Months close in order. Close the earliest open month first.
• The month isn't over. A month can't close until it has ended.
• Transactions changed in QuickBooks after they synced. Ask your assistant to show you each one and decide how to handle it. See When QuickBooks changes after a sync.
• Events dated in this period were captured but never posted. In Ledger → Inbox, check both Captured and Classified for events dated in the month, and approve or reject each one. See Review events in the Inbox.
• A reconciliation this close waits on does not tie, or has not been run. It may also be out of date, because the books changed after it ran, or waiting for a sign-off. Open Ledger → Closing Book → Reconciliations, see what's different, clear it, and run them again. See Reconcile your accounts.

Some of these can be closed over on purpose, and the override is kept in the close's audit note. See Overrides.

"Balance sheet equation broken for this period"

The month's entries don't balance in total: debits and credits differ by the amount in the message. Nothing posted. Ask your assistant to show you the month's draft entries and find the one that doesn't balance, fix or delete it, and close again. In the app, Close Period stays unavailable while a draft is out of balance.

The close couldn't save the month's statements

The close stopped because it couldn't build the month's statements, and the month stays open. Entries it already wrote to QuickBooks aren't sent again when you retry. It's usually the mapping or the reporting style. Ask your assistant what failed, fix it, and close again. If the chart of accounts isn't mapped at all, the close still posts and just doesn't save statements; see Map your chart of accounts.

"Cannot write to closed period… Reopen the period first."

An entry is dated in a month that's already closed. Reopen it if the entry belongs there, or date the entry in an open month. See Fixing a closed month.

A mapping change is refused

The account has activity in a month that's already closed, and that month's saved statements were built with the old mapping. The message names the earliest month affected. Reopen back to that month, change the mapping, and close forward again. See Map your chart of accounts.

The Plan page has no history, or only yearly columns

The Plan page shows a column for every closed month. If your history came over from QuickBooks and you haven't closed month by month in RoboLedger, there are no monthly statements behind it yet. Ask your assistant to fill in the plan history. See Plan and forecast with your AI assistant.

A forecast stops partway

A month failed its checks, and RoboLedger doesn't calculate later months from one that's wrong. Ask your assistant which month stopped, which check failed and which lines are involved. The months before it are still there to look at.

A forecast line didn't follow my assumption

Each line has one owner. If you set a number on a line, a driver or growth rate for the same line steps aside for those months, and your assistant lists it as skipped with the reason. A driver also only acts in months you gave it a value for. Other months carry the line forward.

A forecast has nothing to calculate

Every month of the scenario is now closed, so there's nothing left ahead of it. Ask your assistant to make the scenario longer and run it again.

A one-time item repeats every month in a forecast

Lines you don't mention carry forward from the last actual month, including a one-off. Ask your assistant to set that line to zero, or to its usual amount.

QuickBooks rejected an entry during a close

The close reports which entries QuickBooks refused. Fix the cause in QuickBooks or the entry, then close again. Entries that were already written aren't sent a second time.

The sync fails for a company with other currencies

RoboLedger reads companies that keep their books in US dollars. A QuickBooks company with transactions in other currencies can't sync yet. Get in touch if you need it.

"Insufficient credits for…"

Something that runs on RoboLedger's own AI (AI mapping, a question in the Console, or Ask about this report) needs more credits than your graph has left this month. Reading, reporting, forecasting and closing don't use credits. Check your balance on the Usage page at robosystems.ai.

"Rate limit exceeded"

Your plan allows a set number of MCP calls per minute. Ask your assistant to combine its questions into fewer calls, or wait a minute.

Go deeper

• Errors and rate limits: the error codes behind these messages, and how rate limits are counted.