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Apply Vendor Credits to Bills or Bill Payments - QuickBooks Online
QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Online.
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…
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…
Time Activities - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
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…
Validation Error: Indicated Failed Object
MESSAGE "Validation Error: Indicated failed object." RESOLUTION QuickBooks may return this or a similar generic error message to Rightworks Transaction Pro Importer during a Journal Entry import to indicate one of the following issues: * A debit or credit in the import file has a negative value. Negative…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
This Account Period is Closed
MESSAGE "This account period is closed" RESOLUTION The date of the transaction being imported falls before the closing date restriction set in QuickBooks Online. To import, either the date of the transaction to be imported will need to be changed to a later date or the closing date restriction will need to be removed…
