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CenterCard Employee Reimbursement Import into QBDT
The following are instructions for importing the CenterCard Employee Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Reimbursement Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import i…
Import Accounts Instead of Items on Sales Transactions
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…
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 imported as a single large transaction (with the same Reference Number for all rows), a single item not importing will cause the entire import to fa…
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…
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: …
Blank Transaction Number When Auto Assign Option Selected
ISSUE After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. RESOLUTION If a transaction number is not auto assigned even when the Option to have…
Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup be 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 IS TAX …
Create New Name During Journal Entry Import
QUESTION How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? RESOLUTION By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer …
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…
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…
