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…
QUESTION What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anoth…
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…
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…
QUESTION How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Rightworks Transaction Pro products? RESOLUTION Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. * Use Transaction Pro Exporter to export …
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…
ISSUE After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. RESOLUTION Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Se…
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. Name Name Y Alpha-numeric 100 Name can be an Employee Name or a Vendor Name (Contrac…
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…
COMMON ISSUE RESOLUTION Sub-Class Name Not Importing Sub-Class Name must include full name with a colon between each level with no space on either side of the colon. Example: CLASS:SUB-CLASS See this article for more info.