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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 within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Online. Below are some examples of …
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…
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…
Common Issues Importing Terms into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue Valid values are 1 - 31
Field to Use on Mapping to Import Location in QuckBooks Online
QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…
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.
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…
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…
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.
CenterCard Employee Reimbursement Import into QuickBooks Online
CenterCard Employee Reimbursement Import into QuickBooks Online The following are instructions for importing the CenterCard Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from CenterCard , log into Transaction Pro and sel…
