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Customer:Job: XYZ is Duplicated in the QuickBooks File
MESSAGE "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. RESOLUTION This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) co…
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…
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…
Move Rightworks Transaction Pro to New Computer
QUESTION How can Rightworks Transaction Pro be moved to a new computer or server? RESOLUTION Version 8 With Version 8, there is no deactivation required. Download Version 8 on the new machine using the TPro_V8 installation file attached to the link below. Once installed, click on I HAVE A LICENSE and ente…
Rightworks Transaction Pro Importer for QuickBooks Desktop – Troubleshooting Requests
When contacting Rightworks Transaction Pro Support, Support may ask you to send certain files to help in resolving the error messages that you are receiving. The purpose of this article is to show you where to find these files and also explain how they are used. IMPORT FILE This is the excel, csv, or txt file t…
Order to Import Transactions into QuickBooks Desktop
QUESTION What order do lists and transactions need to be imported into QuickBooks Desktop? RESOLUTION When importing lists and transactions into QBDT with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into QBDT. This is …
Create a Map for Rightworks Transaction Pro Importer Desktop
Rightworks Transaction Pro Importer map files can be created to import transactions such as Invoices or Journal Entries and to import lists such as Price Levels, Customers, or Items into QuickBooks Desktop (QBDT). Below is a screenshot of the Importer mapping screen with more detailed information below it. …
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…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as a Sales Receipt using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE : Select SALES…
Connect Rightworks Transaction Pro to QuickBooks Desktop
QUESTION How do you connect Rightworks Transaction Pro to a QuickBooks Desktop company file? COMMON SCENARIO Upon initial installation of Transaction Pro, the software must be connected to the QuickBooks company file that you wish to use it for. If Transaction Pro will be used with multiple QBDT compa…
