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Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of I…
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New Products and Services Setup in QuickBooks Online with Uncategorized Income or Uncategorized Expense
QUESTION Why do new Products and Services that set up during an import into QuickBooks Online set up with the Accounts of Uncategorized Income or Uncategorized Expense? RESOLUTION If a Products and Services in an import does not already exist in QuickBooks Online, Transaction Pro Importer will create the mis…
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Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Online
QUESTION If importing Sub-Levels for Customers, Vendors, Classes, Products and Services, or Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, how do they need to be formatted? RESOLUTION Format for Customers If the Customer import file contains Sub-Customers, both the main Custome…
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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.…
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Common Issues Importing Products & Services into QuickBooks Online
COMMON ISSUE RESOLUTION Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request Income Account is required on all Types. Expense Account is required for type Inventory. Expense Account is required for type NonInventory and Service if values are imported for Purchase Description…
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Invalid Number: Error: Duplicate Name Exists Error
MESSAGE "Invalid Number: Error: Duplicate Name Exists Error" RESOLUTION The message appears because a name in the import file is attempting to be added to QuickBooks Online that already exists in another list. The same name cannot be used in multiple lists (Customer, Vendor, or Employee) in QuickBooks Online…
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Import Bank Statements into QuickBooks Online
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import type into QuickBooks Online with Importer. Below are some fo…
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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…
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Useful Excel Formulas and Tips to Use with Imports and Exports
Rightworks Transaction Pro Importer and Transaction Pro Exporter both support the use of Excel files. Below are some tips and common features that can be used with Excel import or export files: * Drop Down Lists: This can be helpful when having users do data entry and want to be sure that a valid customer, it…
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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…
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