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Saved Map Does Not Match One or More Fields
MESSAGE "Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file." RESOLUTION If this message is received when using Rightworks Transaction …
General Ledger Account Formatting
QUESTION How do General Ledger Accounts need to be formatted in the import file when using Rightworks Transaction Pro Importer with QuickBooks Online? RESOLUTION If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only …
Customer 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, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 …
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items in the transaction can have negative amounts, but the total must be zero or greater. If less zero, the t…
Automate SQL Server Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can SQL Server imports into QuickBooks Desktop (QBDT) using Transaction Pro Importer be automated? RESOLUTION Yes, SQL Server Imports into QB may be automated using Importer. Below are some tips on how to automate the import process once several successful manual imports are made. The command …
Compatibility of Rightworks Transaction Pro Products and Newest Version of QuickBooks
QUESTION Is my current version of Rightworks Transaction Pro compatibility with the newest version of QuickBooks Desktop (QBDT)? RESOLUTION Whenever a new version of Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is released, Transaction Pro no longer performs any updates to p…
Auto Assign Transaction Numbers - QuickBooks Desktop
QUESTION How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? RESOLUTION On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUI…
Unfortunately An Internal Error Occurred While Processing Your Request
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: *…
Product and Service Import Fields for Rightworks Transaction Pro Online
TYPE: INVENTORY TYPE: NONINVENTORY TYPE: SERVICE TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import a Product & Service item into a Category, import Category: Name for the Name field. Type Type N …
How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…
