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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…
Helpful QuickBooks Keyboard Shortcuts
There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Rightworks Transaction Pro Importer users. F2 Function Key for Windows / COMMAND + 1 for Mac: Pr…
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…
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. …
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).
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. …
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…
Move Rightworks Transaction Pro to New Computer
QUESTION How can Rightworks Transaction Pro be moved to a new computer or server? RESOLUTION Version 8 With Version 8, there is no deactivation required. Download Version 8 on the new machine using the TPro_V8 installation file attached to the link below. Once installed, click on I HAVE A LICENSE and ente…
