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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…
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…
Common Issues Importing Vendors into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. Example: VENDOR:SUB-VENDOR See this article for more info. Wrong Currency Imports Multi-currency not turned on in QuickBooks Onlin…
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…
Invalid Account Specified in the APAccount column
MESSAGE "Invalid Account specified in the APAccount column" when importing Bills. RESOLUTION If using Account Names for the Expense Accounts in the import file: - Enter the General Ledger Account Name of the Accounts Payable account on the Rightworks Transaction Pro Importer mapping screen in the Defaul…
Import Amazon Sales into QuickBooks
ISSUE The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. RESOLUTION In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Amazon…
Do Not Auto-Create List Items when Importing
QUESTION Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Importer has the Options available to tell QuickBooks Online to not auto-create list items during an import. The list items …
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 …
Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options…
