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Account Does Not Exist error during Import in Rightworks Transaction Pro Importer
MESSAGE When importing transactions into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer and using the Account Name, it says the Account does not exist even though it does. RESOLUTION There are two options to resolve this issue: 1. Check your preferences in QuickBooks Desktop to make su…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
Validation Error: Indicated Failed Object
MESSAGE "Validation Error: Indicated failed object." RESOLUTION QuickBooks may return this or a similar generic error message to Rightworks Transaction Pro Importer during a Journal Entry import to indicate one of the following issues: * A debit or credit in the import file has a negative value. Negative…
Import Bank Statements or Bank Transactions
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import into QBDT with Importer. Below are some formatting i…
Import Expenses into QuickBooks Desktop
QUESTION What is the best import type to use to import expenses into QuickBooks Desktop (QBDT)? RESOLUTION Often times, users will have an Excel listing of expenses to import into QBDT but are unsure as to which import type to select. Below are the different import types to consider selecting and how they…
Powerful e‐Commerce Features Available for QuickBooks Sales Imports
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, PayPal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), a whol…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time data be imported into QuickBooks Desktop (QBDT) using the Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can import time activity into QBDT for payroll processing. Refer to this Knowledge Base …
Cross-Reference Option for Customers and Vendors
QUESTION How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Custo…
JOOR Sales Transaction Invoice Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as an Invoice using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Invoice Import. After downloading your order file from JOOR, log into QBDT. QB…
