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Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Online
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online 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 from …
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 Trial Balance into QuickBooks Desktop
QUESTION How can a Trial Balance be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QBDT is with the import type Journal Entry. Two things to consider when importing a Trial Balance as a Journal Entry: * QBDT only…
How to Import PDFs of Bank or Credit Card Statements
ISSUE Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Rightworks Transaction …
Filter Options for Rightworks Transaction Pro Exporter
QUESTION What options exist for filtering or altering exported data from QuickBooks Desktop using Rightworks Transaction Pro Exporter? RESOLUTION Transaction Pro Exporter has several filtering options available to be selected during the export process. SEARCH FILTER Tab * Data can be selected by a NAME …
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 RightworksTransaction Pro Importer for QuickBooks Desktop (QBDT), a whole …
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…
QuickBooks found an error when parsing the provided XML text stream
ISSUE QuickBooks found an error when parsing the provided XML text stream RESOLUTION If you are receiving this error AFTER mapping your data and clicking import, it is usually caused by one of the three items below. Please review the import file for these items. * Import data includes special characters …
Import Multi-Line Transactions into QuickBooks Desktop
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipt, Bills, e…
This Key is Already Associated with an Element in QuickBooks Desktop
MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …
