MESSAGE "Unfortunately an internal error occurred while processing your request" RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer for QuickBooks Online, the Admin of the TPro subscription will need to disconnect and reconnect TPro by following the steps below: * …
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr CompanyName Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-num…
ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Online. RESOLUTION Importer does a match based upon what is in the Display Name field in the Vendor or Customer setup in QuickBooks Online. Make sure the values in the import file matches…
ISSUE When importing Bill Payments, Rightworks Transaction Pro Importer failed to find a matching Bill (for Bills Payments) in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Bill to Apply Bill Payment" displays on the Transaction Log. RESOLUTION First…
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
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 …
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…
ISSUE When performing a Time Tracking import into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, error appears for WriteEmployee stating THIS KEY IS ALREADY ASSOCIATED WITH AN ELEMENT OF THIS COLLECTION. RESOLUTION A conflict is occurring between Importer and QBDT because of a settin…
COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. Example: VENDOR:SUB-VENDOR See this article for more info. Wrong Currency Imports Multi-currency not turned on in QuickBooks Onlin…
QUESTION Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QBDT to use to review or audit what as been imported with Importer is the Audit Trail report. It is found in QBDT under the REPORTS > ACCOUNTANT…