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Location Import Fields for Transaction Pro Online
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.
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…
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…
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
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.
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 Paym…
Inventory Advanced Pricing Rules
QUESTION Can Rightworks Transaction Pro Importer import Advanced Pricing Rules into QuickBooks Enterprise (QBE)? RESOLUTION At this time, Importer cannot import Advanced Pricing Rules into QBE.
Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? RESOLUTION When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOMER I…
Term Import Fields for Rightworks Transaction Pro Online
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 specifi…
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 pr…
