QUESTION

How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online?

RESOLUTION

The importer knows how to group multiple lines into the same transaction when importing transactions such as Invoices, Bills, Journal Entries, etc., based on a common repeating value mapped to the RefNumber field. The reference number column must be sorted so that all like reference numbers are grouped together before importing.

In the example below, the column Invoice Number should be mapped to the field RefNumber on the TPI mapping screen, and two Invoices will be created. Jane Doe's invoice 101 will have three detail lines, and Mark Jones's invoice 102 will have two.