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Showing articles from Import tag

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.

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…

Time Tracking Error: WriteEmployee This key is already associated with an element of this collection

ISSUE When performing a Time Tracking import into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, error appears for WriteEmployee stating THIS KEY IS ALREADY ASSOCIATED WITH AN ELEMENT OF THIS COLLECTION. RESOLUTION A conflict is occurring between the Importer and QBDT because of a se…

Refund Receipt Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Refund Receipt no Y Alpha-numeric 21 The Reference Number is the Refund Receipt Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. I…

Certify Bill Report Import into QBDT

The following are instructions for importing the  Certify  Bill Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Bill Report from  Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selecting t…

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 to the same transaction. The import must be sorted by this column prior to impo…

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…

Error Validating Invalid Double

MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online. RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, ensure an import column maps Y to BillableStatus, or enter Y in the Default Value column. * When importing billable time…

Create the Troubleshooting Log

ISSUE For troubleshooting purposes, the Troubleshooting Log in Rightworks Transaction Pro Importer may be requested by Support. RESOLUTION Below are the steps to create the Troubleshooting Log. * Create a one-line import file that can recreate the error message. * Verify that the latest version of Impor…

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…

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