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Showing articles from Import tag

You Must Select a Product / Service or an Account for Each Split Line with Either an Amount or a Billable Customer

MESSAGE "You must select a product/service or an account for each split line with either an amount or a billable customer" RESOLUTION This is a known bug in the QuickBooks Online Application Program Interface (API) as it is a false error message. The actual issue is that an expense transaction (Bills, Che…

java.lang.Formal Exception

MESSAGE "java.lang.FormatException" when importing Bill Payments or Receive Payments RESOLUTION The message appears because Rightworks Transaction Pro Importer cannot locate an unpaid Bill for the Vendor to which to apply the Bill Payment or an open Invoice for the Customer to which to apply the Receive Paym…

Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION How can fees on PayPal transactions be imported? RESOLUTION The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pro…

Target is Not Reimbursable in QuickBooks Online

MESSAGE "Target is not Reimbursable" RESOLUTION This message appears because in Rightworks Transaction Pro Importer, the Bill import or the Check import has either the field ExpenseBillableStatus or LineBillableStatus marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBill…

Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import

QUESTION How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? RESOLUTION When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOMER I…

Use the Default Value Column in Rightworks Transaction Pro Online

QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Online. Below are some examples of …

Term Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specifi…

Purchase - Cash Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no Y Alpha-numeric 21 The Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importin…

Import Credit Memos with To Be Printed Selected

QUESTION When importing Credit Memos, how is the option to Print Later selected? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as…

Error 9999002 - Decrypt String: Bad Data

MESSAGE "Error:9999002 - Decrypt String: Bad Data" RESOLUTION This message appears because the Rightworks Transaction Pro user does not have write permissions to the folder c:\program data. The user must have full write permission on this folder. Additionally, write permissions to the folder c:\Documents and…

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