MESSAGE "Unfortunately an internal error occurred while processing your request." RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer for QuickBooks Online, the Admin of the TPro subscription will need to disconnect and reconnect TPro by following the steps below: *…
QUESTION What import types should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions of how Sales Receipts, Invoices, and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they p…
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 31 The Reference Number for this type of import should be unique for each row. TxnDate Payment date N Date N/A If no date is imported, transaction will be date…
QUESTION How can an IIF file from a Payroll Provider be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Most Payroll Providers provide an IIF file for importing Payroll data into QuickBooks. However, QuickBooks Online does not allow IIF files to be imported, as these file…
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items in the transaction can have negative amounts, but the total must be zero or greater. If less zero, the t…
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Journal no. Y Alpha-numeric 21 The Reference Number is the assigned Journal Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Impor…
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Bill no Y Alpha-numeric 21 The Reference Number is the Bill Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted…
QUESTION Can exports be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is the option to configure and schedule the exports. The schedule can be one time or recurring. This option allows the…
MESSAGE "This account period is closed" RESOLUTION The date of the transaction being imported falls before the closing date restriction set in QuickBooks Online. To import, either the date of the transaction to be imported will need to be changed to a later date or the closing date restriction will need to be removed…