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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…
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.
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).
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 …
Incorrect Date Issue for Mac Users
ISSUE When importing with Transaction Pro Importer on a Mac computer, the dates import incorrectly. RESOLUTION Check to make sure that the 1904 date format is not turned on in Excel. If it is, it will cause dates to shift by 1462 days. The Excel setting is in different places depending on the Office versi…
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…
Import Employee Expense Reimbursement to be 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 Bill import type. For in…
JOOR Sales Transaction Estimate Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Estimate using Transaction Pro Importer. After downloading your sales file from JOOR , log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE: Select ESTIMATES as your import type by clicking …
Entering Discount When Receiving Payments
QUESTION How is a discount entered when importing Receive Payments? RESOLUTION The amount mapped to the Discount Amount field needs to be expressed as a positive amount. The Discount Account field needs to be the lowest sub-account number or sub-account name of the General Ledger account.
Create a Map for Rightworks Transaction Pro Importer Desktop
Rightworks Transaction Pro Importer map files can be created to import transactions such as Invoices or Journal Entries and to import lists such as Price Levels, Customers, or Items into QuickBooks Desktop (QBDT). Below is a screenshot of the Importer mapping screen with more detailed information below it. …
