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Showing articles from Import tag

Error Validating Invalid Double

MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online. RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, ensure an import column maps Y to BillableStatus, or enter Y in the Default Value column. * When importing billable time…

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…

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…

Could Not Find Matching Invoice to Apply Payment

ISSUE When importing Receive Payments, Rightworks Transaction Pro Importer failed to find a matching Invoice in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Invoice to Apply Payment" displays on the Transaction Log. RESOLUTION First, make sure th…

Bank Transfer 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. PrivateNote Memo N Alpha-numeric 4000 ToAccount Transfer Funds To Y Alpha-numer…

Error Validating Customer ID: Invalid Integer

MESSAGE "Error validating Customer ID: Invalid Integer" RESOLUTION This message appears because QuickBooks Online is not allowing Rightworks Transaction Pro Importer to save the Customer name. This is typically the result of one of the two situations below: * The value mapped to the field Customer alread…

Unable to Activate Rightworks Transaction Pro Product

ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/write permi…

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.

Do Not Auto-Create List Items when Importing

QUESTION Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Importer has the Options available to tell QuickBooks Online to not auto-create list items during an import. The list items …

Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION How can PayPal transaction fees be imported? RESOLUTION The download file from PayPal lists the gross amount and PayPal fees on a single line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround is to import the Gross Amount as a Product/Service a…

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