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Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of I…
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Desktop
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items on the transaction can be a negative amount, but the total amount needs to be zero or greater. If less z…
TLS 1.2 Requirement for Version 7 Importer and Exporter and Version 3 Deleter
Transaction Pro Importer and Exporter version 7 and Transaction Pro Deleter version 3 requires Transport Layer Security (TLS) version 1.2. What does this mean for users upgrading to these versions? Work with your IT department to ensure that your servers, computers, and browsers use TLS 1.2 (or later version, i…
Cannot Connect to Your Data Source. Class not registered.
MESSAGE Cannot connect to your data source. Check your database type selection and try again. The following message was returned: Class not registered. Line: 0 Class not registered RESOLUTION * Click OK. Does Rightworks Transaction Pro allow the previously attached file to be removed or a new fil…
Import Multi-Lined Descriptions
QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…
Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is Currently Disabled by Preferences.
MESSAGE "Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is currently disabled by preferences." RESOLUTION This message appears because Customer records have Sales Tax Items assigned to them, but the Sales Tax feature is not turned on in QuickBooks Desktop (QBDT). Two Options to Reso…
File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Desktop
QUESTION What file formats can be imported using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT)? RESOLUTION Below is a list of different file formats that will work with Importer to import into QBDT: * Excel files (all formats are supported from Office 2003 and forward including Offic…
Import Item Receipts with Bills
QUESTION Is there a way to import both the Item Receipt and the Vendor Bill at the same time? RESOLUTION Yes, both transactions can be imported at the same time into QuickBooks Desktop (QBDT) using Transaction Pro Importer by using the Import Type ITEM RECEIPT W/BILL. As an additional bonus, if the Purcha…
Transactions Must Have At Least One Line Item - Make Sure an Account or Item is Specified on At Least One Transaction Line
MESSAGE "Transactions must have at least one line item - Make sure an account or item is specified on at least one transaction line" RESOLUTION For the transaction types listed below, QuickBooks gives the option of using either Expense Accounts or Items on the transaction. * Bills * Checks * Credit Car…
Entity Does Not Exist
MESSAGE "Entity does not exist" RESOLUTION When importing a Journal Entry and specifying a name (Customer, Vendor, or Employee), the name must exist in the QuickBooks company file prior to importing.
