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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 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
There Were Problems Communicating with the Intuit API
MESSAGE There were problems communicating with the Intuit API. Please try importing your transactions later. RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter for QuickBooks Online, please follow the steps below: …
Class 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 100 To import Class as a Sub-Class of another Class, use format Class:Sub-Class
Can Attachments be Imported into QuickBooks Online?
QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Online? RESOLUTION Importer cannot import attachments into QuickBooks Online at this time.
Purchase Order Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be so…
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…
Estimate Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Estimate no Y Alpha-numeric 21 The Reference Number is the Estimate Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must b…
Certify Bill Report Import into QuickBooks Online
The following are instructions for importing the Certify Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Bill Report from Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS as your import type by clicking on the b…
Blank Transaction Number When Auto Assign Option Selected
ISSUE After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. RESOLUTION If a transaction number is not auto assigned even when the Option to have…
