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Purchase - Cash Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no Y Alpha-numeric 21 The Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importin…
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Rightworks 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 …
Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how is the option to Print Later selected? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as…
Common Issues Importing Locations into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Location Name Not Importing Sub-Location Name must include full name with a colon between each level with no space on either side of the colon. Example: LOCATION:SUB-LOCATION See this article for more info.
Error Validating Detail Lines: At Least One Detail Line is Required
MESSAGE " Error validating Detail Lines:At least one detail line is required" RESOLUTION If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both QuickBo…
Field to Use on Mapping to Import Location in QuckBooks Online
QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…
Working in QuickBooks Online While Importing
QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Importer.
Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? RESOLUTION When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOMER I…
Can Attachments be Imported into QuickBooks Desktop?
QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.
Root Element is Missing
MESSAGE "Root Element is Missing" RESOLUTION The message appears because Rightworks Transaction Pro Importer is experiencing intermittent issues with QuickBooks Online Application Programming Interface (API). Please go into QuickBooks Online and review recent transactions and re-import any remaining trans…
