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Certify Credit Card Import into QBDT
The following are instructions for importing the Certify Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE a…
Special Characters in Account Names
QUESTION Will Rightworks Transaction Pro Importer import Account Names with special characters? RESOLUTION QuickBooks does not allow any special (non-ASCII) characters in list names.
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…
Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop
ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). RESOLUTION Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT e…
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…
Import Amazon Sales into QuickBooks
ISSUE The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. RESOLUTION In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Amazon…
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…
Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop
QUESTION Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? RESOLUTION Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These optio…
Filter Transactions to Delete
QUESTION How can Transactions be filtered in Rightworks Transaction Pro Deleter? RESOLUTION When first retrieving transactions to delete in Deleter, the transactions can be filtered by either a Date or Reference Number range. Once the transactions are in the grid, they can be sorted by any column by clicking…
