You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Need immediate help? Phone support is available between Monday and Friday from 9am to 9pm EST at 888-297-6172

Showing articles from Import tag

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

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.…

Use the Default Value Column in Rightworks Transaction Pro Online

QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Online. Below are some examples of …

QuickBooks Non US Versions - Tax Implications

NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING. ISSUE As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users that have been using these fields to set GST/PST (Canada) or VAT (UK) will not longer hav…

Common Issues Importing Terms into QuickBooks Online

COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue Valid values are 1 - 31

Common Issues Importing Locations into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Location Name Not Importing Sub-Location Name must include full name with a colon between each level with no space on either side of the colon. Example: LOCATION:SUB-LOCATION See this  article  for more info.

Remove Lines from Import File before Importing

QUESTION How can lines be removed from the import file from within Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION Sometimes, the import file may contain additional lines that are not to be imported or when testing, only a line or two is desired to test. The additional lines can…

Error Validating Detail Lines: At Least One Detail Line is Required

MESSAGE " Error validating Detail Lines:At least one detail line is required" RESOLUTION If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both QuickBo…

Purchase Order Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber   Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be so…

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…

scroll to top icon