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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 …
Compatibility of Rightworks Transaction Pro Products and Newest Version of QuickBooks
QUESTION Is my current version of Rightworks Transaction Pro compatibility with the newest version of QuickBooks Desktop (QBDT)? RESOLUTION Whenever a new version of Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is released, Transaction Pro no longer performs any updates to p…
Unfortunately An Internal Error Occurred While Processing Your Request
MESSAGE "Unfortunately an internal error occurred while processing your request" RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer for QuickBooks Online, the Admin of the TPro subscription will need to disconnect and reconnect TPro by following the steps below: * …
Concur Employee Expense Reimbursement Import into QBDT
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pr…
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…
Automate SQL Server Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can SQL Server imports into QuickBooks Desktop (QBDT) using Transaction Pro Importer be automated? RESOLUTION Yes, SQL Server Imports into QB may be automated using Importer. Below are some tips on how to automate the import process once several successful manual imports are made. The command …
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 Dutch Guilder …
Customer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 …
How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…
Advanced Inventory Imports into QuickBooks Enterprise
QUESTION Can Rightworks Transaction Pro Importer import into the additional fields connected with using Advanced Inventory in QuickBooks Enterprise (QBE)? RESOLUTION If using QBE, a subscription to Advanced Inventory can be added that will add the additional features listed below: * FIFO costing * Multi…
