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Showing articles from Import tag

String Length Specified Does Not Match the Supported Length

MESSAGE "String length specified does not match the supported length." RESOLUTION This message appears because some data in the import file exceeds the maximum length allowed in QuickBooks Online. Edit the data in the import file so that it is shorter. For more information about maximum character lengths …

Credit Card Credit 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 the Credit Card Credit Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…

Certify Bill Report Import into QBDT

The following are instructions for importing the  Certify  Bill Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Bill Report from  Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selecting t…

Invalid Account Specified in the APAccount column

MESSAGE "Invalid Account specified in the APAccount column" when importing Bills. RESOLUTION If using Account Names for the Expense Accounts in the import file: - Enter the General Ledger Account Name of the Accounts Payable account on the Rightworks Transaction Pro Importer mapping screen in the Defaul…

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.

Certify Credit Card Import into QBDT

The following are instructions for importing the  Certify  Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE a…

Time Activity Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. Name Name Y Alpha-numeric 100 Name can be an Employee Name or a Vendor Name (Contrac…

Import Amazon Sales into QuickBooks

ISSUE The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. RESOLUTION In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Amazon…

Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop

ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). RESOLUTION Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT e…

Import Cash Purchases into QuickBooks Online

QUESTION What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anoth…

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