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How to Import PDFs of Bank or Credit Card Statements
ISSUE Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Rightworks Transaction …
Update QuickBooks Desktop List with Rightworks Transaction Pro
QUESTION How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? RESOLUTION Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Imp…
Import Bank Statements or Bank Transactions
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import into QBDT with Importer. Below are some formatting i…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop
QUESTION If importing Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, how do they need to be formatted? RESOLUTION Format for Customers If the Customer import file contains Sub-Customers or Jobs, both the main Custome…
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.
Common Issues Importing Chart of Accounts into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Account Type See this article for valid Account Types Invalid Account SubType See this article for valid Account SubTypes (Detail Type). Valid Account SubTypes depend on the Account Type. Wrong Currency Imports Multi-currency not turned on in QuickBooks O…
Cross-Reference Option for Customers and Vendors
QUESTION How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Custo…
Import Trial Balance into QuickBooks Desktop
QUESTION How can a Trial Balance be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QBDT is with the import type Journal Entry. Two things to consider when importing a Trial Balance as a Journal Entry: * QBDT only…
Questions about Demo Version of Rightworks Transaction Pro for QuickBooks Desktop
Questions about free demo version of Rightworks Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise) How do I obtain the free demo? Go to Transaction Pro Website and click the TRY IT FREE button and select QUICKBOOKS DESKTOP. Once the installation file downloads, install and then lau…
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 …
