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Check or Bill Import: Required Parameter Line is Missing in the Request
MESSAGE "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online. RESOLUTION If importing Checks or Bills into QuickBooks Online, the data needs to be mapped to one of this two scenarios: * Products and Services: LineItem and LineAmount: Data must be map…
The Sum of Split Amounts Must Be Equal to 0
MESSAGE "The sum of split amounts must be equal to 0" RESOLUTION This message appears because the sum of the Journal Entry does not net to zero. Below are some things to check to resolve this error message: * Make sure that each line of the Journal Entry has the same value mapped to the field RefNumber …
This Feature is Not Included in Your QuickBooks Online Subscription
MESSAGE "We're sorry. This feature is not included in your QuickBooks Online subscription." RESOLUTION This message means that you are trying to import either a field or transaction type that is not included in your current QuickBooks Online subscription. QuickBooks Online has four subscription levels: S…
Import Checks into QuickBooks Online
QUESTION What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billing…
Online Data Dictionary: How Should My Data Be Mapped?
QUESTION How I should my data be mapped when importing into QuickBooks Online? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Transaction Pro Importer into QuickBooks Online, as well as the available and required fields for each import type. Pleas…
Import Accounts to QuickBooks Online with Transaction Pro Importer
QUESTION How is a Chart of Accounts (COA) imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION When importing the COA into QuickBooks Online using Importer, the import file must contain at a minimum the Account Name, the Account Type, and the Account Sub Type. Please access THIS Kn…
Export Files from QuickBooks Online using Rightworks Transaction Pro Exporter
QUESTION What types of files can be exported from QuickBooks Online with Rightworks Transaction Pro Exporter, and how is the export performed? RESOLUTION Exporter allows both transactions and lists to be exported from QuickBooks Online with flexible mapping options. Transactions currently supported includ…
Import Expenses into QuickBooks Online
QUESTION What is the best import type to use to import expenses into QuickBooks Online? RESOLUTION Often times, users will have an Excel listing of expenses to import into QuickBooks Online but are unsure as to which import type to select. Below are the different import types to consider selecting and how…
Manage Users in Transaction Pro Online
QUESTION How are users added or removed in Transaction Pro for QuickBooks Online? RESOLUTION ** Please note that only the user that connected Transaction Pro to the QuickBooks Online company can access Transaction Pro from the MY APPS section within QuickBooks Online. All other users will need to go to impo…
Manage Companies on a Transaction Pro Online Subscription
QUESTION How are companies added or removed on a Transaction Pro Subscription for QuickBooks Online? RESOLUTION To connect, disconnect, or delete a company from a Transaction Pro Subscription, click on MANAGE for the subscription that needs to be updated. Then click on EDIT COMPANIES AND USERS. Only users w…
