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Estimate Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Estimate no Y Alpha-numeric 21 The Reference Number is the Estimate Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must b…
Could Not Find Matching Invoice to Apply Payment
ISSUE When importing Receive Payments, Rightworks Transaction Pro Importer failed to find a matching Invoice in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Invoice to Apply Payment" displays on the Transaction Log. RESOLUTION First, make sure th…
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…
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…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/write permi…
Bank Transfer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. PrivateNote Memo N Alpha-numeric 4000 ToAccount Transfer Funds To Y Alpha-numer…
QuickBooks Online Report to Show What Was Imported with Rightworks Transaction Pro Importer
QUESTION Is there a report in QuickBooks Online that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QuickBooks Online for reviewing or auditing what has been imported with Importer is the Audit Log report. It is available in QuickBooks Online unde…
Special Characters in Account Names
QUESTION Will Rightworks Transaction Pro Importer import Account Names with special characters? RESOLUTION QuickBooks does not allow any special (non-ASCII) characters in list names.
Certify Credit Card Import into QuickBooks Online
The following are instructions for importing the Certify Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select CREDIT CARD CHARGES as your im…
This Key is Already Associated with an Element in QuickBooks Online
MESSAGE "This key is already associated with an element of this collection." RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name …
