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.
Emails from our Customer Support team will be sent from [email protected].

To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”

Showing articles from Import tag

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…

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…

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…

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.

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…

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…

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…

Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop

ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). RESOLUTION Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT e…

Certify Credit Card Import into QBDT

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

scroll to top icon