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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…
Rightworks Transaction Pro Importer Command Line Codes
Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
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…
Business Validation Error: There is no Account Associated with the Item
MESSAGE Business Validation Error: There is no account associated with the item. Is it marked for purchase and has an account associated with it? RESOLUTION If the above message is received when importing using Rightworks Transaction Pro Importer for QuickBooks Online and the Item type is either Non-Invento…
Import Payroll Journal Entry into QB Desktop
QUESTION Can the Journal Entry that the third-party payroll processor provides each payroll be imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer? RESOLUTION Yes, if the third-party payroll processor can provide a flat file type such as Excel, csv, or txt, then TPro Impo…
Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
Import Multi-Lined Descriptions
QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…
Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is Currently Disabled by Preferences.
MESSAGE Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is currently disabled by preferences. RESOLUTION This message appears because Customer records have Sales Tax Items assigned to them, but the Sales Tax feature is not turned on in QuickBooks Desktop (QBDT). Two Options to Resolv…
JOOR Sales Transaction Invoice Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Invoice using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to IMPORT. CHOOSE IMPORT TYPE: Select INVOICES as your…
Import Deposits to QuickBooks Online
QUESTION What are some common uses for a Deposit import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Recording donations from an online web app * Recording daily activity from a Point of Sale (POS) system * Import…
