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Showing articles from Import tag

Employee Import Fields for 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, Miss, Dr FirstName First name Y Alpha-numeric 50 MiddleName M.I. N Alpha-numeric 1 QuickBooks Online only stores the Middle Initia…

Failure to Install file Asis420.bmp

MESSAGE "Failure to install file Asis420.bmp" when installing Rightworks Transaction Pro Exporter or Importer Version 6.0 RESOLUTION To resolve this issue, please verify the following: * Transaction Pro is being installed on local C drive * MY DOCUMENTS folder is located on local C drive and user has f…

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…

Time Tracking - Hours/Minutes Must Be Supplied

MESSAGE " Hours/minutes   must  be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.

Questions about Demo Version of Rightworks Transaction Pro for QuickBooks Desktop

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 launch the program. Enter your name and email address to begin your trial. What are the limitations of the free demo? The trial…

Function Write Invoice Custom Fields Message

MESSAGE Function Write Invoice Custom Fields RESOLUTION * A Custom Field name is being used that is reserved by QuickBooks for another field name. * The Custom Field setup needs to be set as text. * The Custom Field is checked or not checked to be required on transactions or lists.

Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Online

QUESTION If exporting from QuickBooks Desktop 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 …

Exceptions in Silent Mode

QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line:  /LOG_FILE=drive and directory name. Read more about Import Command Lines

This Key is Already Associated with an Element in QuickBooks Desktop

MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …

Mark Import To Be Emailed or To Be Printed

QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field T…

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