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Import Deposits to QuickBooks Online
QUESTION What are some common uses for a Deposit import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Recording donations from an online web app * Recording daily activity from a Point of Sale (POS) system * Import…
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…
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…
JOOR Sales Transaction Invoice Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Invoice using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to IMPORT. CHOOSE IMPORT TYPE: Select INVOICES as your…
The Sum of Split Amounts Must Be Equal to 0
MESSAGE "The sum of split amounts must be equal to 0" RESOLUTION This message appears because the sum of the Journal Entry does not net to zero. Below are some things to check to resolve this error message: * Make sure that each line of the Journal Entry has the same value mapped to the field RefNumber …
File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What file formats are supported to be imported with Rightworks Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? RESOLUTION The following file formats can be imported with Importer into QuickBooks Online: *…
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 Reso…
Import Time Activities into QuickBooks Online
QUESTION How are Time Activities imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION Payroll data can be imported from outside Time Clock and Scheduling applications into QuickBooks Online as a Time Activities import using Importer. The data imports into Time/Enter Single Activity with…
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…
This Feature is Not Included in Your QuickBooks Online Subscription
MESSAGE "We're sorry. This feature is not included in your QuickBooks Online subscription." RESOLUTION This message means that you are trying to import either a field or transaction type that is not included in your current QuickBooks Online subscription. QuickBooks Online has four subscription levels: S…
