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Print Components of Group Item on Imported Transaction
**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components p…
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.
Import Purchase Orders into QuickBooks Online
Below is a picture of a Purchase Order screen from QuickBooks Online to help get started. Please review the screenshot to make sure all the fields that are available are noted. The Data Dictionary may also be referenced for Purchase Orders [HERE][1]. ![][2] **INSTRUCTIONS** 1. Sign in via the Rightworks Transaction…
java.lang.Formal Exception
**MESSAGE** "java.lang.FormatException" when importing Bill Payments or Receive Payments **RESOLUTION** The message appears because Rightworks Transaction Pro Importer cannot locate an unpaid Bill for the Vendor to which to apply the Bill Payment or an open Invoice for the Customer to which to apply the Receive Pay…
Refund Receipt Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Refund Receipt no Y Alpha-numeric 21 The Reference Number is the Refund Receipt Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mus…
Special Characters in Account Names
**QUESTION** Will Rightworks Transaction Pro Importer import Account Names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name.
Supported Currencies in QuickBooks Online
### **List of supported currencies in QuickBooks Online when importing with Rightworks Transaction Pro.** **Currency** **Currency** **AED** UAE Dirham **LKR** Sri Lankan Rupee **AFN** Afghan Afghani **LRD** Liberian Dollar **ALL** Albanian Lek **LSL** Lesotho Loti **AMD** Armenian Dram **LTC** Litecoin **ANG…
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. ![][1] **POSSIBLE WORKAROUND** Use Transaction Pro Exporter to export a list of In…
Location Import Fields for Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location. [1]: https://hf-files-oregon.s3.amazonaws.com/hdptransactionpro_kb_attachments/2020…
Term Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specified number of d…
