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CenterCard Employee Reimbursement Import into QuickBooks Online
CenterCard Employee Reimbursement Import into QuickBooks Online The following are instructions for importing the CenterCard Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from CenterCard , log into Transaction Pro and sel…
Remove Lines from Import File before Importing
QUESTION How can lines be removed from the import file from within Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION Sometimes, the import file may contain additional lines that are not to be imported or when testing, only a line or two is desired to test. The additional lines can…
Import Accounts Instead of Items on Sales Transactions
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…
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…
Certify Bill Report Import into QuickBooks Online
The following are instructions for importing the Certify Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Bill Report from Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS as your import type by clicking on the b…
Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single-user mode when processing imp…
There Were Problems Communicating with the Intuit API
MESSAGE There were problems communicating with the Intuit API. Please try importing your transactions later. RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter for QuickBooks Online, please follow the steps below: …
Purchase - Cash Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no Y Alpha-numeric 21 The Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importin…
Special Characters in Account Names in QuickBooks Online
QUESTION Will Rightworks Transaction Pro Importer import account names with special characters? RESOLUTION QuickBooks does not allow for any non ASCII characters in any list name. For more information about acceptable characters that can be used in QuickBooks Online, please refer to this Intuit ARTICLE .
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
