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You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items in the transaction can have negative amounts, but the total must be zero or greater. If less zero, the t…
Expensify Expense Reports Bill Import into QBDT
The following are instructions for importing Expensify Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…
Vendor Name Aliases Imports for QB Desktop
QUESTION When importing Credit Card Charges, how can the Vendor names on the Credit Card Statement be matched to the Vendor names that already exist in QuickBooks Desktop (QBDT)? ANSWER Rightworks Transaction Pro (TPro) Importer for QBDT includes an ALIASES option that allows matching names between the impor…
Import Credit Card Charges into QuickBooks Online
QUESTION What are some helpful tips to know when importing Credit Card Charges into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Credit Card Charges into QuickBooks Online using Importe…
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…
Special Characters in Account Names in QuickBooks Online
QUESTION Will Rightworks Transaction Pro Importer import account names with special characters? RESOLUTION QuickBooks does not allow non-ASCII characters in list names. For more information about acceptable characters that can be used in QuickBooks Online, please refer to this Intuit ARTICLE .
Journal Entry Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Journal no. Y Alpha-numeric 21 The Reference Number is the assigned Journal Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Impor…
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…
Validation Error: Indicated Failed Object
MESSAGE "Validation Error: Indicated failed object." RESOLUTION QuickBooks may return this or a similar generic error message to Rightworks Transaction Pro Importer during a Journal Entry import to indicate one of the following issues: * A debit or credit in the import file has a negative value. Negative…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)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…
