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Showing articles from Reference Number tag

Import Multi-Line Transactions into QuickBooks Online

QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Bills, Journal Entries, et cete…

Auto Assign Transaction Numbers - QuickBooks Desktop

QUESTION How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? RESOLUTION On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUI…

Import Multi-Line Transactions into QuickBooks Desktop

QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipt, Bills, e…

Let QuickBooks Online Assign the Next Transaction Number during Import

QUESTION How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? RESOLUTION If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequence…

Business Validation Error: You Must Fill Out At Least Two Detail Lines

MESSAGE "Business Validation Error: You must fill out at least two detail lines." RESOLUTION If importing Journal Entries, make sure that the Journal Entry has two or or more lines and that each line of the same Journal Entry has the same value mapped to the QuickBooks field RefNumber.

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