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Time Activity Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. Name Name Y Alpha-numeric 100 Name can be an Employee Name or a Vendor Name (Contrac…
Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup be 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 IS TAX …
Common Issues Importing Vendors into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. Example: VENDOR:SUB-VENDOR See this article for more info. Wrong Currency Imports Multi-currency not turned on in QuickBooks Onlin…
Can Memorized Transactions Be Imported into QuickBooks Online?
QUESTION Can Memorized Transactions be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QuickBooks Online using Importer. A workaround is to use Importer to create these recurring transactions instead …
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
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…
Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
Do Not Auto-Create List Items when Importing
QUESTION Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Importer has the Options available to tell QuickBooks Online to not auto-create list items during an import. The list items …
Error Validating Customer ID: Invalid Integer
MESSAGE "Error validating Customer ID: Invalid Integer" RESOLUTION This message appears because QuickBooks Online is not allowing Rightworks Transaction Pro Importer to save the Customer name. This is typically the result of one of the two situations below: * The value mapped to the field Customer alread…
Invalid Account Specified in the APAccount column
MESSAGE "Invalid Account specified in the APAccount column" when importing Bills. RESOLUTION If using Account Names for the Expense Accounts in the import file: - Enter the General Ledger Account Name of the Accounts Payable account on the Rightworks Transaction Pro Importer mapping screen in the Defaul…
