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Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how do I select the Print Later option? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as a …
Use a SQL Data Source with Rightworks Transaction Pro Importer
QUESTION Can a SQL data source be used with Rightworks Transaction Pro Importer? RESOLUTION To connect to a SQL data source, follow the steps below: * In Importer, choose DSN for the file source and then click CONNECT * Select the MACHINE DATA SOURCE tab * Click NEW * An error message will appear that…
Can Attachments be Imported into QuickBooks Desktop?
QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.
Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Desktop while importing. Also, QuickBooks Desktop does not need to be in single-user mode when processing imports with Importer.
Use the Default Value Column in Rightworks Transaction Pro Online
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Online. Below are some examples o…
Working in QuickBooks Online While Importing
QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Transaction Pro Importer.
CenterCard Employee Reimbursement Import into QBDT
The following are instructions for importing the CenterCard Employee Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Reimbursement Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import i…
Error Validating Detail Lines: At Least One Detail Line is Required
MESSAGE " Error validating Detail Lines:At least one detail line is required" RESOLUTION If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both QuickBo…
Import Microsoft Access Data Files into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can Microsoft Access files be imported into QuickBooks Desktop using Rightworks Transaction Pro Importer? RESOLUTION Yes, Transaction Pro Importer can import a Microsoft Access database with the .mdb extension.
Common Issues Importing Terms into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue Valid values are 1 - 31
