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Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop
Last updated: Oct 18, 2023
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ISSUE

 

When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT).

 

RESOLUTION

 

Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT exactly (spelling, spacing, capitalization, and punctuation).

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