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Employee Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr FirstName First name Y Alpha-numeric 50 MiddleName M.I. N Alpha-numeric 1 QuickBooks Online only stores the Middle Initia…
Time Tracking - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file that have a zero for the duration. These rows should be deleted from the import file prior to importing.
How to Tell if QuickBooks Online is Set Up as Automatic Sales Tax or Manual Sales Tax
QUESTION What is the easiest way to tell if the QuickBooks Online company is set to automatic or manual tax? RESOLUTION The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox follo…
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. …
Exceptions in Silent Mode
QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line: /LOG_FILE=drive and directory name. Read more about Import Command Lines HERE .
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…
Mark Import To Be Emailed or To Be Printed
QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field TO…
Alphanumeric Value Error - QuickBooks Online
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.
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.
