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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…
Error Validating Sales Term ID: Required Field Not Specified
MESSAGE "E rror validating sales term ID: required field not specified" RESOLUTION This error message appears because a Sales Term was not specified and mapped to the field Sales Terms. QuickBooks Online requires that a Sales Term be mapped to the field. To resolve this issue, either a Sales Terms must be…
Import Employee Expense Reimbursement to be 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 Bill import type. For infor…
Import Employee Expenses Charged to Company Credit Card
Employee Expenses charged to the company credit card may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QBDT. However, if you wish to view or use the TPro sample file for impo…
Alphanumeric Value Error - QuickBooks Desktop
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Make sure that mixed-format columns (alphanumeric) are formatted as text in the import file.
Automate Rightworks Transaction Pro Import for QuickBooks Desktop
QUESTION Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users who would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. The…
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…
Error Validating Employee or Vendor
MESSAGE " Error Validating Employee or Vendor" when importing Time Activities. RESOLUTION This message appears because an Employee or Vendor in the import file does not already exist in QuickBooks Online. All Employees and Vendors in a Time Activities import file must previously exist in QuickBooks Online pr…
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 the Importer. Below is how to activate this Option. * On the first screen of Importer, sele…
The Item History Could Not Be Locked
QUESTION The item history could not be locked RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
