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Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
The Item History Could Not Be Locked
QUESTION The item history could not be locked RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
Order to Import Transactions into QuickBooks Online
QUESTION What order do lists and transactions need to be imported into QuickBooks Online? RESOLUTION When importing lists and transactions into QuickBooks Online with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into Qu…
Import Employee Expenses Charged to Company Credit Card into QuickBooks Online
Employee Expenses charged to the company credit card may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QuickBooks Online. However, if you wish to view or use the TPro sample file for…
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 …
Common Issues Importing Chart of Accounts into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Account Type See this article for valid Account Types Invalid Account SubType See this article for valid Account SubTypes (Detail Type). Valid Account SubTypes depend on the Account Type. Wrong Currency Imports Multi-currency not turned on in QuickBooks O…
Error Validating Employee or Vendor
MESSAGE " Error Validating Employee or Vendor" when importing Time Activities. RESOLUTION This message appears because an Employee or Vendor in the import file does not already exist in QuickBooks Online. All Employees and Vendors in a Time Activities import file must previously exist in QuickBooks Online pr…
Import Employee Expense Reimbursement to be 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 Bill import type. For infor…
Let QuickBooks Online Assign the Next Transaction Number during Import
QUESTION How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? RESOLUTION If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequence…
Import Employee Expense Reimbursement Already Paid into QuickBooks Online
Employee Expense Reimbursements may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Expense or Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For i…
