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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
Create New Name During Journal Entry Import
QUESTION How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? RESOLUTION By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer …
Import Checks Made Payable to Names Other Than Vendors
QUESTION Can Checks be made payable to names other than Vendors during import? RESOLUTION When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the …
Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop
QUESTION Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? RESOLUTION Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These optio…
This Key is Already Associated with an Element in QuickBooks Online
MESSAGE "This key is already associated with an element of this collection" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name i…
Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time information be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can be used to import the time activity into QBDT for payroll processing. Reference thi…
Update QuickBooks Desktop List with Rightworks Transaction Pro
QUESTION How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? RESOLUTION Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Imp…
This Key is Already Associated with an Element in QuickBooks Desktop
MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …
Employee Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr FirstName First name Y Alpha-numeric 50 MiddleName M.I. N Alpha-numeric 1 QuickBooks Online only stores the Middle Initia…
