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CenterCard Employee Reimbursement Import into QBDT
The following are instructions for importing the CenterCard Employee Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Reimbursement Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import i…
Bill Due Date Not Importing Correctly
ISSUE When importing a Bill using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT) where the Bill Due Date is specified in the import file and mapped accordingly, the Due Date is being recalculated based upon the Vendor's Terms. RESOLUTION This is a known issue in QBDT. QBDT recalculates th…
You Must Select a Product / Service or an Account for Each Split Line with Either an Amount or a Billable Customer
MESSAGE "You must select a product/service or an account for each split line with either an amount or a billable customer." RESOLUTION This is a known bug in the QuickBooks Online Application Program Interface (API) as it is a false error message. The actual issue is that an expense transaction (Bills, Ch…
Error 9999002 - Decrypt String: Bad Data
MESSAGE "Error:9999002 - Decrypt String: Bad Data" RESOLUTION This message appears because the Rightworks Transaction Pro user does not have write permissions to the folder c:\program data. The user must have full write permission on this folder. Additionally, write permissions to the folder c:\Documents and…
Field to Use on Mapping to Import Location in QuckBooks Online
QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…
Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how do I select the Print Later option? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as a …
Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Desktop while importing. Also, QuickBooks Desktop does not need to be in single-user mode when processing imports with Importer.
Inventory Adjustment Not Importing
ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is imported as a single large transaction (with the same Reference Number for all rows), a single item not importing will cause the entire import to fa…
Target is Not Reimbursable in QuickBooks Online
MESSAGE "Target is not Reimbursable." RESOLUTION This message appears because, in Rightworks Transaction Pro Importer, the Bill or Check import has either the ExpenseBillableStatus or LineBillableStatus field marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBillableEntit…
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…
