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Showing articles from Import tag

Check or Bill Import: Required Parameter Line is Missing in the Request

MESSAGE "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online. RESOLUTION If importing Checks or Bills into QuickBooks Online, the data needs to be mapped to one of this two scenarios: * Products and Services:   LineItem and LineAmount: Data must be map…

General Ledger Account Formatting

QUESTION How do General Ledger Accounts need to be formatted in the import file when using Rightworks Transaction Pro Importer with QuickBooks Online? RESOLUTION If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only …

Import Sales Receipts to QuickBooks Online

QUESTION What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipt…

Rightworks Transaction Pro Desktop Will Not Open

Recent Windows updates may keep your Rightworks Transaction Pro application from launching. Please follow the steps below for either desktop or server to resolve: * Verify that all Windows Updates have been completely installed * Reboot the machine. This is a necessary step, whether for a desktop, laptop, or serve…

When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?

QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…

Specify QuickBooks Template for Transaction

QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the las…

Common Issues Importing Customers into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Customer Name Not Importing Sub-Customer Name must include full name with a colon between each level with no space on either side of the colon. Example: CUSTOMER:SUB-CUSTOMER See this  article  for more info. Wrong Currency Imports Multi-currency not turned on in QuickBoo…

Inventory Adjustment - Item Value Not Updating

ISSUE When an Inventory Adjustment is imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, only the Item quantity updates, not the quantity and value. RESOLUTION When importing an Inventory Adjustment, the Item quantity adjustment and the Item value adjustment have to be import…

You Must Fill Out At Least Two Detail Lines

MESSAGE "You must fill out at least two detail lines" RESOLUTION The message appears because a Journal Entry in the import file does not have at least two lines. Rightworks Transaction Pro Importer for QuickBooks Online groups multiple lines onto the same Journal Entry that have the same value mapped to the …

Invoice Import Error: WriteInvoice Subscript Out of Range

ISSUE When importing Invoice into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a Write Invoice error appears stating SUBSCRIPT OUT OF RANGE. The Invoice Import will complete, but the error appears for each Invoice during the import. RESOLUTION The issue is the result of a value be…

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