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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…
Error Validating Invalid Double
MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, be sure to have an import column with a Y mapped to BillableStatus or enter a Y for the Default Value column. * If import…
Import Employee Expense Reimbursement Already Paid
Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For info…
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 …
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…
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 …
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…
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…
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 by using the Journal Entry import type. Two things to consider when importing a Trial Balance as a Journal Entry: * QBDT …
Supported Currencies in QuickBooks Online
List of supported currencies in QuickBooks Online when importing with Rightworks Transaction Pro. Currency Currency AED UAE Dirham LKR Sri Lankan Rupee AFN Afghan Afghani LRD Liberian Dollar ALL Albanian Lek LSL Lesotho Loti AMD Armenian Dram LTC Litecoin ANG Dutch Guilder …
