QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Online. Below are some examples o…
QUESTION Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION When a Group Item is imported during a transaction import (Invoices, Sales Orders, Sales Receipts, etc.), whether its components pr…
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…
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…
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…
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…
MESSAGE "Target is not Reimbursable." RESOLUTION This message appears because, in Rightworks Transaction Pro Importer, the Bill or Check import has either the ExpenseBillableStatus or LineBillableStatus field marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBillableEntit…
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…
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
QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.