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Showing articles from Import tag

This Key is Already Associated with an Element in QuickBooks Desktop

MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …

QuickBooks Online Chart of Accounts Import - Valid Account Type Values

When importing a Chart of Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, the types listed below are the only valid Account and Sub-Account (Detail) types currently available to be used with Importer. NOTE : There are no spaces between the words for the Account Types or Sub-Account Types…

Desktop Data Dictionary: How Should My Data Be Mapped?

QUESTION How I should my data be mapped when importing into QuickBooks Desktop (QBDT)? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Rightworks Transaction Pro Importer into QBDT, as well as the available and required fields for each import type.…

Options Available in Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION What Options are available to be used when importing using Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow. To access all the Options, on the Preview and Im…

Valid Values for Tax Exemption Reason for Customer Import into QuickBooks Online

Value For Exemption Reason 1 Federal government 2 State government 3 Local government 4 Tribal government 5 Charitable organization 6 Religious organization 7 Educational organization 8 Hospital 9 Resale 10 Direct pay permit 11 Multiple points of use 12 Direct mail 13 …

Import Invoices into QuickBooks Online

Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some Ti…

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 that have a zero for the duration. These rows should be deleted from the import file prior to importing.

Import Custom Fields on Transactions and List Items in QuickBooks Desktop

QUESTION How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? RESOLUTION Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t…

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 that has been 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…

Import Employee Expense Reimbursement Already Paid

Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For info…

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