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Import Credit Card Charges into QuickBooks Online
QUESTION What are some helpful tips to know when importing Credit Card Charges into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Credit Card Charges into QuickBooks Online using Importe…
Disconnect Rightworks Transaction Pro from QuickBooks Desktop
Sometimes, it may be necessary to sever the connection between QuickBooks Desktop (QBDT) and Rightworks Transaction Pro Importer. No saved information will be lost when this function is performed. It only severs the connection and forces Importer to reconnect to QBDT the next time that it is launched. To disconnec…
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…
Alphanumeric Value Error - QuickBooks Online
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Ensure that the mixed-format columns (alphanumeric) are formatted as text in the import file.
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 …
Error Validating Sales Term ID: Required Field Not Specified
MESSAGE "E rror validating sales term ID: required field not specified" RESOLUTION This error message appears because a Sales Term was not specified and mapped to the field Sales Terms. QuickBooks Online requires that a Sales Term be mapped to the field. To resolve this issue, either a Sales Terms must be…
Alphanumeric Value Error - QuickBooks Desktop
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Make sure that mixed-format columns (alphanumeric) are formatted as text in the import file.
Import Employee Expenses Charged to Company Credit Card
Employee Expenses charged to the company credit card may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QBDT. However, if you wish to view or use the TPro sample file for impo…
Import Bills into QuickBooks Online
QUESTION What are some helpful tips to know when importing Bills into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Bills into QuickBooks Online using Importer. * When importing a Bi…
Import Multi-Line Transactions into QuickBooks Desktop
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipts, Bills, …
