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

Can Memorized Transactions Be Imported into QuickBooks Online?

QUESTION Can Memorized Transactions be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QuickBooks Online using Importer. A workaround is to use Importer to create these recurring transactions instead …

Could Not Find Matching Bill to Apply Bill Payment

ISSUE When importing Bill Payments, Rightworks Transaction Pro Importer failed to find a matching Bill (for Bills Payments) in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Bill to Apply Bill Payment" displays on the Transaction Log. RESOLUTION First…

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 Importer and QBDT because of a settin…

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 Default Value…

Apply Vendor Credits to Bills or Bill Payments - QuickBooks Desktop

QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop.

Apply Vendor Credits to Bills or Bill Payments - QuickBooks Online

QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Online.

Vendor Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr CompanyName Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-num…

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…

Credit Card Credit Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref No Y Alpha-numeric 21 The Reference Number is the Credit Card Credit Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…

Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop

QUESTION Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? RESOLUTION Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These optio…

scroll to top icon