To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
Common Issues Importing Locations into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Location Name Not Importing Sub-Location Name must include full name with a colon between each level with no space on either side of the colon. Example: LOCATION:SUB-LOCATION See this article for more info.
Common Issues Importing Terms into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue Valid values are 1 - 31
Filter Credit Card Transactions to Delete by Unreconciled
QUESTION How can Credit Card Transactions be filtered by reconciled versus reconciled in Rightworks Transaction Pro Deleter? RESOLUTION At this time, there is not a reconciled flag available to be used as a filter with Deleter.
Use the Default Value Column in Rightworks Transaction Pro Online
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Online. Below are some examples o…
Can Only Query 200 Transaction at a Time to Delete
ISSUE When querying data to delete with Rightworks Transaction Pro Deleter, only 200 lines appear in the grid even if more than 200 transactions exist to delete. RESOLUTION Unfortunately, it is a known issue with the QuickBooks Online Application Program Interface (API) that the query is really slow. Therefo…
Working in QuickBooks Online While Importing
QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Transaction Pro Importer.
Common Issues Importing Employees into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Email Format Email must be formatted [email protected] Example: [email protected] Invalid Postal Code Value Postal Code must be a minimum of five characters
Unable to Locate the Billing Portal
ISSUE Unable to locate the Billing Portal RESOLUTION The Billing Portal for Rightworks Transaction Pro Online has been moved! We have recently made some changes to the interface that have changed the location of billing-related options. The articles below outline the tasks that would be performed in the B…
Location Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location.
You Must Select a Product / Service or an Account for Each Split Line with Either an Amount or a Billable Customer
MESSAGE "You must select a product/service or an account for each split line with either an amount or a billable customer." RESOLUTION This is a known bug in the QuickBooks Online Application Program Interface (API) as it is a false error message. The actual issue is that an expense transaction (Bills, Ch…
