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Mark Import To Be Emailed or To Be Printed
QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field TO…
Import Employee Expenses Charged to Company Credit Card
Employee Expenses charged to the company credit card may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QBDT. However, if you wish to view or use the TPro sample file for impo…
Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
The Item History Could Not Be Locked
QUESTION "The item history could not be locked" RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
Rightworks Transaction Pro Will Not Activate
ISSUE Rightworks Transaction Pro will not activate. RESOLUTION There are several reasons that Transaction Pro (TPro) will not activate. 1. Verify that the correct password is being used. The password is case sensitive and should not have any spaces. 2. Users must have full read/write permissions to bot…
Incorrect Date Issue for Mac Users
ISSUE When importing with Transaction Pro Importer on a Mac computer, the dates import incorrectly. RESOLUTION Check to make sure that the 1904 date format is not turned on in Excel. If it is, it will cause dates to shift by 1462 days. The Excel setting is in different places depending on the Office versi…
Entering Discount When Receiving Payments
QUESTION How is a discount entered when importing Receive Payments? RESOLUTION The amount mapped to the Discount Amount field needs to be expressed as a positive amount. The Discount Account field needs to be the lowest sub-account number or sub-account name of the General Ledger account.
Customer:Job: XYZ is Duplicated in the QuickBooks File
MESSAGE "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. RESOLUTION This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) co…
Color Scheme Path Not Found
MESSAGE Path not found for color schemes RESOLUTION Download the appropriate (version 6 or version 7) attached zip file (found on the right-hand side of this article) and extract the files into the following location: VERSION 6.0 C:\Users\(your user name)\Documents\01 Transaction Pro Importer 6.0\Color Sch…
Validation Error: A Field Cannot Exceed a Certain Number of Characters
MESSAGE "Validation Error: A Field Cannot Exceed a Certain Number of Characters" RESOLUTION The message appears because a value that is being imported exceeds the maximum allowed characters in QuickBooks. For information regarding the maximum allowed characters for QuickBooks fields, reference the Data Dicti…
