CSV Import > Invoice > Transaction was not in balance. Total = XX

This happens if Shipping Label Integration is enabled in the account where charge tax on the shipping portion of the item would compute the corresponding tax amount but there is no corresponding tax code set.

This can be reproduced even not during import but by merely creating an invoice where Customer does not have an address set on the customer record.

Advanced Taxes = F

Go to Setup>Accounting>Shipping

- Check on Charge for Shipping box
- On Default Shipping Method - select a default shipping method

Steps to Reproduce:

1. Navigate to Transactions > Sales > Enter Sales Order (Use Standard Sales Order form)
2. Enter in Customer Name
3. Enter 1 quantity for the item> click Add
4. Click on Shipping tab
5. Notice that following :
     - Ship Via = (default from customer record)
     - Shipping Tax Code = blank
     - Shipping Tax Rate = 10%
5. Click Save

Actual Result: An unexpected error has occurred.

Expected Result: Be able to save the transaction successfully.

Solution:

1.  Check if Shipping Label Integration is enabled in the account (Navigate to Setup>Company>Enable Features>Transactions tab)

2.  If yes, view the default Shipping Item record to check the Shipping Rules (Navigate to Lists>Accounting>Shipping Items)

Check the field - Charge tax on the Shipping portion of item and see if a tax code has been set

3.  View the Customer Record (Lists>Relationships>Customers)>Click on Address tab

Note: There should be an address with Default Billing/Default Shipping.  The address does not need to be complete but at least it should have a Country.