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Showing articles from Import tag

QBSDK Log File - Used for Troubleshooting

For troubleshooting purposes, Rightworks 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 11,  go to c:\ProgramData\Intuit\QuickBooks and edit the qbs…

Cross-Reference Option for Accounts

QUESTION How does the cross-reference option work for Accounts when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Accounts are organized by Name. However, other databases or services that may be imported may use a the Account Description instead…

Link Invoices to Sales Order When Importing

QUESTION How can an open Sales Order be linked to an Invoice during import? RESOLUTION Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be ta…

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…

Clean Up QuickBooks Company File for New Year using Rightworks Transaction Pro Products

QUESTION How can Rightworks Transaction Pro be used to clean up a QuickBooks company file for the New Year? RESOLUTION Below are some examples on how to utilize Transaction Pro Importer, Transaction Pro Exporter, and Transaction Pro Deleter to start off the new year with a cleaner QuickBooks Desktop (QBDT) c…

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…

Bill Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Bill no Y Alpha-numeric 21 The Reference Number is the Bill Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted…

Import Multi-Line Transactions into QuickBooks Online

QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION The importer knows how to group multiple lines into the same transaction when importing transactions such as Invoices, Bills, Journal Entries, etc…

Item Assembly Import – Tips and Tricks

Item Assemblies can save a lot of time in QuickBooks Desktop (QBDT). Rightworks Transaction Pro Importer can be used to import Item Assemblies into QBDT. The data in the import file, though, must meet the requirements of QBDT. Below are some tips for ensuring the import file contains the necessary information to allo…

Account Does Not Exist error during Import in Rightworks Transaction Pro Importer

MESSAGE When importing transactions into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer and using the Account Name, it says the Account does not exist even though it does. RESOLUTION There are two options to resolve this issue: 1. Check your preferences in QuickBooks Desktop to make su…

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