To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
Vendor Import Fields for Rightworks Transaction Pro Online
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…
Customer or Vendor File is Being Updated with Address in Import File
ISSUE When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or C…
Bill Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no. Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mu…
Display Screen is Not Displaying Correctly or is Hard to Read
ISSUE Rightworks Transaction Pro Importer display screen is not displaying properly, is hard to read, or has lines running through it. RESOLUTION It could be the result of not having the MS San Serif font installed on the computer. Please review this Microsoft knowledge base article: APPLICATION FONT ISSUES…
Import Checks To Be Printed into QuickBooks Online
QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of Checks? RESOLUTION When importing Checks with Rightworks Transaction Pro Importer into QuickBooks Online, there is a field entitled ToBePrinted as part of a Check import map. The valid options are NotSet, NeedToPr…
Creates a New Vendor or Customer When One Already Exists in QuickBooks Online
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…
Credit Card Charge 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 Charge Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…
Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
Check Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import m…
Inventory Adjustment - Item Value Not Updating
ISSUE When an Inventory Adjustment is imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, only the Item quantity updates, not the quantity and value. RESOLUTION When importing an Inventory Adjustment, the Item quantity adjustment and the Item value adjustment have to be import…
