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Showing articles from Import tag

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…

Common Issues Importing Employees into QuickBooks Online

COMMON ISSUE RESOLUTION Invalid Email Format Email must be formatted [email protected] Example: [email protected] Invalid Postal Code Value Postal Code must be a minimum of five characters

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…

Class 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 100 To import Class as a Sub-Class of another Class, use format Class:Sub-Class

Working in QuickBooks Desktop While Importing

QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single-user mode when processing imp…

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: …

Inventory Adjustment Not Importing

ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is being imported as a single large transaction (same Reference Number for all rows), a single item not importing will cause the entire import to fail.…

Bill Due Date Not Importing Correctly

ISSUE When importing a Bill using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT) where the Bill Due Date is specified in the import file and mapped accordingly, the Due Date is being recalculated based upon the Vendor's Terms. RESOLUTION This is a known issue in QBDT. QBDT recalculates th…

Special Characters in Account Names

QUESTION Will Rightworks Transaction Pro Importer import Account Names with special characters? RESOLUTION QuickBooks does not allow for any non ASCII characters in any list name.

Can Attachments be Imported into QuickBooks Online?

QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Online? RESOLUTION Importer cannot import attachments into QuickBooks Online at this time.

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