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Rightworks Transaction Pro Application Suddenly Showing as Not Activated
ISSUE Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is suddenly showing as not being activated, even though it was previously activated. RESOLUTION For some reason, the Transaction Pro application believes it is being launched on a new machine, which is why the pro…
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…
Special Characters in Account Names in QuickBooks Online
QUESTION Will Rightworks Transaction Pro Importer import account names with special characters? RESOLUTION QuickBooks does not allow for any non ASCII characters in any list name. For more information about acceptable characters that can be used in QuickBooks Online, please refer to this Intuit ARTICLE .
Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
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…
Import Bills and Checks with Amounts in Multiple Columns on Same Row
QUESTION If the multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Rightworks Transaction Pro Importer? RESOLUTION Importer has the option to import Bills and Checks as columns. These options are found…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop or Server 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/w…
Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an AP Invoice Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pro Importer and select the…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION In QuickBooks Online , Intuit does not allow a GL Account to be used on sales…
