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QuickBooks Online Chart of Accounts Import - Valid Account Type Values
When importing a Chart of Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, the types listed below are the only valid Account and Sub-Account (Detail) types currently available to be used with Importer. NOTE : There are no spaces between the words for the Account Types or Sub-Account Types…
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 Custom Fields on Transactions and List Items in QuickBooks Desktop
QUESTION How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? RESOLUTION Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Desktop
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop 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…
Rightworks Transaction Pro Importer for QuickBooks Desktop – Troubleshooting Requests
When contacting Rightworks Transaction Pro Support, Support may ask you to send certain files to help in resolving the error messages that you are receiving. The purpose of this article is to show you where to find these files and also explain how they are used. IMPORT FILE This is the excel, csv, or txt file t…
Desktop Data Dictionary: How Should My Data Be Mapped?
QUESTION How I should my data be mapped when importing into QuickBooks Desktop (QBDT)? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Rightworks Transaction Pro Importer into QBDT, as well as the available and required fields for each import type.…
Import Invoices into QuickBooks Online
Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some Ti…
Import Custom Fields into QuickBooks Online
QUESTION Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Custom Fields can be imported into QuickBooks Online using Importer. * Note: Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API. …
Options Available in Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What Options are available to be used when importing using Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow. To access all the Options, on the Preview and Im…
Order to Import Transactions into QuickBooks Desktop
QUESTION What order do lists and transactions need to be imported into QuickBooks Desktop? RESOLUTION When importing lists and transactions into QBDT with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into QBDT. This is …
