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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.
Business Validation Error: Something This Action Required is no Longer Available. Another User May Have Deleted It
MESSAGE Business Validation Error: Something this action required is no longer available. Another user may have deleted it. Please refresh your screen to see the current information" RESOLUTION This message appears because a list item that Rightworks Transaction Pro Importer is trying to connect cannot be fo…
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…
Customer:Job: XYZ is Duplicated in the QuickBooks File
MESSAGE "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. RESOLUTION This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) co…
Common Issues Importing Classes into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Class Name Not Importing Sub-Class Name must include full name with a colon between each level with no space on either side of the colon. Example: CLASS:SUB-CLASS See this article for more info.
CenterCard Credit Card Import into QuickBooks Online
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select CREDIT CARD CHARGES as you…
Blank Transaction Number When Auto Assign Option Selected
ISSUE After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. RESOLUTION If a transaction number is not auto assigned even when the Option to have…
Create New Name During Journal Entry Import
QUESTION How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? RESOLUTION By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer …
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…
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: …
