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Automate Microsoft Access Data Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can a Transaction Pro import that uses a Microsoft Access database file be automated? RESOLUTION Yes, imports that use a Microsoft Access database file as the import file type can be automated. Below are some tips on how to automate the import process once several successful manual imports are have …
Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer
QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file. For more informa…
Auto Assign Transaction Numbers - QuickBooks Desktop
QUESTION How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? RESOLUTION On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUI…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Online
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from Q…
Import Expenses into QuickBooks Desktop
QUESTION What is the best import type to use to import expenses into QuickBooks Desktop (QBDT)? RESOLUTION Often times, users will have an Excel listing of expenses to import into QBDT but are unsure as to which import type to select. Below are the different import types to consider selecting and how they…
Saved Map Does Not Match One or More Fields
MESSAGE "Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file." RESOLUTION If this message is received when using Rightworks Transaction …
QBSDK Log File - Used for Troubleshooting
For troubleshooting purposes, Rigthworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. First take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. For Windows 7, 8, and 10, go to c:\ProgramData\Intuit\QuickBooks and edi…
Import a Trial Balance into QuickBooks Online
QUESTION How can a Trial Balance be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QuickBooks Online is with the import type Journal Entry. NOTE: Any line in the import file that posts to an AR or an AP Account must referen…
Receive Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 31 The Reference Number for this type of import should be unique for each row. TxnDate Payment date N Date N/A If no date is imported, transaction will be date…
Indicated Object Failed Validation
MESSAGE "Indicated Object Failed Validation" RESOLUTION When importing a Journal Entry with a debit and credit column, the numbers in both columns must be positive numbers.
