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Showing articles from Online tag

Error Validating Invalid Double

MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, be sure to have an import column with a Y mapped to BillableStatus or enter a Y for the Default Value column. * If import…

Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import

QUESTION How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? RESOLUTION When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOMER I…

CenterCard Credit Card Import into QuickBooks Online

The following are instructions for importing the  CenterCard  Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  CenterCard , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE:  Select CREDIT CARD CHARGES as you…

Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION How can fees on PayPal transactions be imported? RESOLUTION The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pro…

Vendor Credit Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no. Y Alpha-numeric 21 The Reference Number is the assigned Vendor Credit Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Imp…

Schedule QuickBooks Online Trial Balance Exports Using Rightworks Transaction Pro Exporter

QUESTION Can a Trial Balance Report export be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting the Trial Balance Report from QuickBooks Online with Exporter, there is the option to schedule future exports. The schedule can be one time or recurring. This opti…

Term Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specifi…

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, Che…

Root Element is Missing

MESSAGE "Root Element is Missing" RESOLUTION The message appears because Rightworks Transaction Pro Importer is experiencing intermittent issues with QuickBooks Online Application Programming Interface (API). Please go into QuickBooks Online and review recent transactions and re-import any remaining trans…

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