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Showing articles from Import tag

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…

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…

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…

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…

Transfer Inventory Quantities to New QuickBooks Company File

QUESTION How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Rightworks Transaction Pro products? RESOLUTION Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. * Use Transaction Pro Exporter to export …

Can Memorized Transactions Be Imported into QuickBooks Online?

QUESTION Can Memorized Transactions be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QuickBooks Online using Importer. A workaround is to use Importer to create these recurring transactions instead …

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 of the data in the import file exceeds the maximum length allowed by QuickBooks Online. Edit the data in the import file so that it is a shorter length. For more information about maximum cha…

Certify Credit Card Import into QuickBooks Online

The following are instructions for importing the  Certify  Credit Card Report into QuickBooks Online using Rightworks  Transaction Pro Importer. After downloading a Credit Card Report from  Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE:  Select CREDIT CARD CHARGES as your im…

Address Lines Being Duplicated on QuickBooks Imported Transactions

ISSUE After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. RESOLUTION Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Se…

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…

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