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Create New Name During Journal Entry Import
QUESTION How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? RESOLUTION By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer …
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Rightworks Transaction Pro 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…
Could Not Find Matching Bill to Apply Bill Payment
ISSUE When importing Bill Payments, Rightworks Transaction Pro Importer failed to find a matching Bill (for Bills Payments) in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Bill to Apply Bill Payment" displays on the Transaction Log. RESOLUTION First…
Address Lines Being Duplicated on QuickBooks Imported Transactions
ISSUE After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. RESOLUTION Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Se…
Create the Troubleshooting Log
ISSUE For troubleshooting purposes, the Troubleshooting Log in Rightworks Transaction Pro Importer may be requested by Support. RESOLUTION Below are the steps to create the Troubleshooting Log. * Create a one-line import file that can recreate the error message. * Verify that the latest version of Impor…
Upgrade to Newest Version of Rightworks Transaction Pro Exporter Version
Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Exporter. Step 1: Make a note of any map files that have been created. Open up the QuickBooks company file and launch the current installed version of Transaction Pro Exporter. After selecting …
Certify Bill Report Import into QBDT
The following are instructions for importing the Certify Bill Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Bill Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selecting t…
Import Accounts Instead of Items on Sales Transactions
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…
JOOR Sales Transaction Sales Order Import into QBDT
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Order Import. After downloading your order file from JOOR, log into …
Time Tracking Error: WriteEmployee This key is already associated with an element of this collection
ISSUE When performing a Time Tracking import into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, error appears for WriteEmployee stating THIS KEY IS ALREADY ASSOCIATED WITH AN ELEMENT OF THIS COLLECTION. RESOLUTION A conflict is occurring between the Importer and QBDT because of a se…
