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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…
Location Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location.
You Must Select a Product / Service or an Account for Each Split Line with Either an Amount or a Billable Customer
MESSAGE "You must select a product/service or an account for each split line with either an amount or a billable customer." RESOLUTION This is a known bug in the QuickBooks Online Application Program Interface (API) as it is a false error message. The actual issue is that an expense transaction (Bills, Ch…
Inventory Adjustment Not Importing
ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is imported as a single large transaction (with the same Reference Number for all rows), a single item not importing will cause the entire import to fa…
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 …
Business Validation Error: Something This Action Required is no Longer Available. Another User May Have Deleted It
MESSAGE Business Validation Error: Something this action required is no longer available. Another user may have deleted it. Please refresh your screen to see the current information" RESOLUTION This message appears because a list item that Rightworks Transaction Pro Importer is trying to connect cannot be fo…
Target is Not Reimbursable in QuickBooks Online
MESSAGE "Target is not Reimbursable." RESOLUTION This message appears because, in Rightworks Transaction Pro Importer, the Bill or Check import has either the ExpenseBillableStatus or LineBillableStatus field marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBillableEntit…
Error Validating Invalid Double
MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online. RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, ensure an import column maps Y to BillableStatus, or enter Y in the Default Value column. * When importing billable time…
Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION How can PayPal transaction fees be imported? RESOLUTION The download file from PayPal lists the gross amount and PayPal fees on a single line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround is to import the Gross Amount as a Product/Service a…
Overpayments on Imported Invoices in QuickBooks Online
QUESTION Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Online will apply any overpayment as a credit to the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of Inv…
