You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Emails from our Customer Support team will be sent from [email protected].

To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”

Showing articles from Import tag

java.lang.Formal Exception

MESSAGE "java.lang.FormatException" when importing Bill Payments or Receive Payments. RESOLUTION The message appears because Rightworks Transaction Pro Importer cannot locate an unpaid Bill for the Vendor to apply the Bill Payment to, or an open Invoice for the Customer to apply the Receive Payment to. Ve…

Import Credit Memos with To Be Printed Selected

QUESTION When importing Credit Memos, how do I select the Print Later option? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as a …

Field to Use on Mapping to Import Location in QuckBooks Online

QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…

Common Issues Importing Employees into QuickBooks Online

COMMON ISSUE RESOLUTION Invalid Email Format Email must be formatted [email protected] Example: [email protected] Invalid Postal Code Value Postal Code must be a minimum of five characters

Inventory Advanced Pricing Rules

QUESTION Can Rightworks Transaction Pro Importer import Advanced Pricing Rules into QuickBooks Enterprise (QBE)? RESOLUTION At this time, the importer cannot import Advanced Pricing Rules into QBE.

Error Validating Detail Lines: At Least One Detail Line is Required

MESSAGE " Error validating Detail Lines:At least one detail line is required" RESOLUTION If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both QuickBo…

Root Element is Missing

MESSAGE "Root Element is Missing" RESOLUTION The message appears because Rightworks Transaction Pro Importer is experiencing intermittent issues with the QuickBooks Online Application Programming Interface (API). Please log in to QuickBooks Online, review recent transactions, and re-import any remaining t…

Overpayments on Invoices in QuickBooks Desktop

QUESTION Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of…

Working in QuickBooks Desktop While Importing

QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Desktop while importing. Also, QuickBooks Desktop does not need to be in single-user mode when processing imports with Importer.

Can Attachments be Imported into QuickBooks Desktop?

QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.

scroll to top icon