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Showing articles from Import tag

QBSDK Log File - Used for Troubleshooting

For troubleshooting purposes, Rightworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. * First, take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. * For Windows 11,  go to c:\ProgramData\Intuit\QuickBooks and edit the …

Bill Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Bill no Y Alpha-numeric 21 The Reference Number is the Bill Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted…

Transaction Pro Desktop Will Not Open

Recent Windows updates may keep your Rightworks Transaction Pro application from launching. Please follow the steps below for either desktop or server to resolve: * Verify that all Windows Updates have been completely installed * Reboot the machine. This is a necessary step, whether for a desktop, laptop, or serve…

Use the Static Value / Formula Column in Rightworks Transaction Pro Importer

QUESTION How is the Static Value / Formula column used on the mapping screen of Rightworks Transaction Pro Importer? RESOLUTION The Static Value / Formula column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Desktop (QBDT). Below are some exa…

Import Purchase Orders into QuickBooks Online

Below is a screenshot of the Purchase Order screen in QuickBooks Online to help you get started. Please review the screenshot to ensure all available fields are noted. The Data Dictionary may also be referenced for Purchase Orders  HERE . INSTRUCTIONS 1. Sign in via the Rightworks Transaction Pro  online p…

Item Assembly Import – Tips and Tricks

Item Assemblies can save a lot of time in QuickBooks Desktop (QBDT). Rightworks Transaction Pro Importer can be used to import Item Assemblies into QBDT. The data in the import file, though, must meet the requirements of QBDT. Below are some tips for ensuring the import file contains the necessary information to allo…

Expensify Expense Reports Bill Import into QBDT

The following are instructions for importing  Expensify  Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from  Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…

Journal Entry Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Journal no. Y Alpha-numeric 21 The Reference Number is the assigned Journal Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Impor…

Vendor Name Aliases Imports for QB Desktop

QUESTION When importing Credit Card Charges, how can the Vendor names on the Credit Card Statement be matched to the Vendor names that already exist in QuickBooks Desktop (QBDT)? ANSWER Rightworks Transaction Pro (TPro) Importer for QBDT includes an ALIASES option that allows matching names between the impor…

Account Does Not Exist error during Import in Rightworks Transaction Pro Importer

MESSAGE When importing transactions into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer and using the Account Name, it says the Account does not exist even though it does. RESOLUTION There are two options to resolve this issue: 1. Check your preferences in QuickBooks Desktop to make su…

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