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Overpayments on Imported Invoices in QuickBooks Online
QUESTION Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Online will apply any overpayment as a credit to the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of Inv…
Inventory Advanced Pricing Rules
QUESTION Can Rightworks Transaction Pro Importer import Advanced Pricing Rules into QuickBooks Enterprise (QBE)? RESOLUTION At this time, the importer cannot import Advanced Pricing Rules into QBE.
CenterCard Employee Reimbursement Import into QuickBooks Online
CenterCard Employee Reimbursement Import into QuickBooks Online The following are instructions for importing the CenterCard Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from CenterCard , log into Transaction Pro and sel…
Could Not Find Matching Bill to Apply Bill Payment
ISSUE When importing Bill Payments, Rightworks Transaction Pro Importer failed to find a matching Bill (for Bills Payments) in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Bill to Apply Bill Payment" displays on the Transaction Log. RESOLUTION First…
There Were Problems Communicating with the Intuit API
MESSAGE There were problems communicating with the Intuit API. Please try importing your transactions later. RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter for QuickBooks Online, please follow the steps below: …
CenterCard Credit Card Import into QuickBooks Online
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select CREDIT CARD CHARGES as you…
Term Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specifi…
java.lang.Formal Exception
MESSAGE "java.lang.FormatException" when importing Bill Payments or Receive Payments. RESOLUTION The message appears because Rightworks Transaction Pro Importer cannot locate an unpaid Bill for the Vendor to apply the Bill Payment to, or an open Invoice for the Customer to apply the Receive Payment to. Ve…
Print Components of Group Item on Imported Transaction
QUESTION Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION When a Group Item is imported during a transaction import (Invoices, Sales Orders, Sales Receipts, etc.), whether its components pr…
Location Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location.
