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Not All Fields Import with Employee List Import
QUESTION When importing Employee List into QuickBooks Desktop (QBDT) using Transaction Pro Importer, not all fields are importing correctly? RESOLUTION When first connecting Importer to the QBDT company file, be sure to select the option ALLOW THIS APPLICATION TO ACCESS SOCIAL SECURITY NUMBERS, CUSTOMER CRED…
Replace Transactions in QuickBooks using Transaction Pro Importer
You can easily replace existing transactions in QuickBooks with the new data in your import file using Transaction Pro Importer. On the first screen of Transaction Pro Importer, select the "Options" button. Then, on the "Basic" tab, select the option: Replace transactions with matching reference numbers (i.e. Invoic…
Rightworks Transaction Pro Importer Not Logged In After Launching
ISSUE After launching Rightworks Transaction Pro Importer, the system does not log in. RESOLUTION If Importer is not logging in, this could be because the Internet Security settings for the computer are set too high. Security settings need to be set to medium or lower.
Use a SQL Data Source with Rightworks Transaction Pro Importer
QUESTION Can a SQL data source be used with Rightworks Transaction Pro Importer? RESOLUTION To connect to a SQL data source, follow the steps below: * In Importer, choose DSN for the file source and then click CONNECT * Select the MACHINE DATA SOURCE tab * Click NEW * An error message will appear that…
Overpayments on Imported Invoices in QuickBooks Online
QUESTION Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Online will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of Invoice…
Error Validating Invalid Double
MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, be sure to have an import column with a Y mapped to BillableStatus or enter a Y for the Default Value column. * If import…
Vendor Credit Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no. Y Alpha-numeric 21 The Reference Number is the assigned Vendor Credit Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Imp…
Bank Transfer 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. PrivateNote Memo N Alpha-numeric 4000 ToAccount Transfer Funds To Y Alpha-numer…
Import Microsoft Access Data Files into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can Microsoft Access files be imported into QuickBooks Desktop using Rightworks Transaction Pro Importer? RESOLUTION Yes, Transaction Pro Importer can import a Microsoft Access database that has the extension .mdb
Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION How can fees on PayPal transactions be imported? RESOLUTION The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pro…
