QUESTION

How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer?

RESOLUTION

On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUICKBOOKS AUTO ASSIGN.

The Auto Assign option is available for Credit Memos, Estimates, Invoices, Journal Entries, Purchase Orders, Sales Orders, and Sales Receipts.

QBDT will assign the transaction number beginning with the number after the last manually entered transaction. If no manual transaction entries have been made since the last import, QBDT will assign the transaction number beginning with the number after the last number of the last import.

Please note that Importer will still require that a value be mapped to the field RefNumber, as this is how Importer knows how to group multiple lines onto the same transaction.

For more information about the RefNumber field, please reference this KNOWLEDGE BASE ARTICLE.