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Showing articles from Import tag

Business Validation Error: Something This Action Required is no Longer Available. Another User May Have Deleted It

MESSAGE Business Validation Error: Something this action required is no longer available. Another user may have deleted it. Please refresh your screen to see the current information" RESOLUTION This message appears because a list item that Rightworks Transaction Pro Importer is trying to connect cannot be fo…

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…

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…

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…

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…

Address Lines Being Duplicated on QuickBooks Imported Transactions

ISSUE After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. RESOLUTION Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Se…

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…

Vendor Credit 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 the assigned Vendor Credit Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Imp…

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.

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