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Creates a New Vendor or Customer When One Already Exists in QuickBooks Online
ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Online. RESOLUTION Importer does a match based upon what is in the Display Name field in the Vendor or Customer setup in QuickBooks Online. Make sure the values in the import file matches…
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…
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.
Import Purchase Orders into QuickBooks Online
Below is a picture of a Purchase Order screen from QuickBooks Online to help get started. Please review the screenshot to make sure all the fields that are available are noted. The Data Dictionary may also be referenced for Purchase Orders HERE . INSTRUCTIONS 1. Sign in via the Rightworks Transaction Pro on…
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…
CenterCard Credit Card Import into QB Desktop
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BR…
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…
Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
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 the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Am…
Specify QuickBooks Template for Transaction
QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the las…
