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Import Invoices into QuickBooks Online
Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry-specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some Ti…
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…
Business Validation Error: There is no Account Associated with the Item
MESSAGE Business Validation Error: There is no account associated with the item. Is it marked for purchase and has an account associated with it? RESOLUTION If the above message is received when importing using Rightworks Transaction Pro Importer for QuickBooks Online and the Item type is either Non-Invento…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as a Sales Receipt using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE : Select SALES…
Import Multi-Lined Descriptions
QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…
Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is Currently Disabled by Preferences.
MESSAGE Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is currently disabled by preferences. RESOLUTION This message appears because Customer records have Sales Tax Items assigned to them, but the Sales Tax feature is not turned on in QuickBooks Desktop (QBDT). Two Options to Resolv…
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. …
Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
Importer Command Line Codes
Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
Check or Bill Import: Required Parameter Line is Missing in the Request
MESSAGE "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online. RESOLUTION If importing Checks or Bills into QuickBooks Online, the data needs to be mapped to one of this two scenarios: * Products and Services: LineItem and LineAmount: Data must be map…
