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Function Write Invoice Custom Fields Message
MESSAGE "Function Write Invoice Custom Fields" RESOLUTION * A Custom Field name is being used that is reserved by QuickBooks for another field name. * The Custom Field setup needs to be set as text. * The Custom Field is checked or not checked to be required on transactions or lists.
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…
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…
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…
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…
Advanced Features Available for Receive Payment Imports into QuickBooks Desktop
This article will point out many options that are available within Rightworks Transaction Pro Importer to use when importing Receive Payments into QuickBooks Desktop (QBDT). The options that will be explained are: * Customer Account Number Cross Reference * Command Line to Apply a Payment to Multiple Invoices…
Useful Excel Formulas and Tips to Use with Imports and Exports
Rightworks Transaction Pro Importer and Transaction Pro Exporter both support the use of Excel files. Below are some tips and common features that can be used with Excel import or export files: * Drop Down Lists: This can be helpful when having users do data entry and want to be sure that a valid customer, it…
Alphanumeric Value Error - QuickBooks Desktop
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Make sure that mixed formatted columns (alphanumeric) are formatted as text in the import file.
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…
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…
