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Purchase Order Import Fields for Rightworks Transaction Pro Online
Oct 18, 2023
519
| TPro Field Name | QuickBooks Online Field Name | Required | Character Type | Character Limit | Notes |
| RefNumber | Y | Alpha-numeric | 21 | The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importing. | |
| APAccount | N | Alpha-numeric | 100 | QuickBooks Online only allows posting to the default AP Account. If multiple currencies, it will post to the default AP Account for the currency of the Vendor. | |
| Vendor | Vendor | Y | Alpha-numeric | 100 | If importing a sub-Vendor, must include the full name. See this article for more info. |
| PrintOnCheckName | N | Alpha-numeric | 100 | If the Vendor is being set up "on the fly" during the import, it allows this value to be set in the Vendor Setup in QuickBooks Online. If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup. | |
| TxnDate | Purchase Order Date | N | Date | N/A | If no date is imported, transaction will be dated the day of the import. |
| DueDate | |||||
| SalesTerms | |||||
| Location | Location | N | Alpha-numeric | 100 | May be set as Business, Department, Division, Location, Property, Store, or Territory in QuickBooks Online Settings. However, the field will also be named Location in TPro mapping. If importing a sub-Location, see this article for more info. |
| POStatus | Purchase Order Status | Y | List | N/A | Valid values: Open or Closed. |
| ShipMethodName | Ship Via | N | Alpha-numeric | 31 | |
| Class | Class | N | Alpha-numeric | 100 | Class if the setting in QuickBooks Online is for one class per transaction. If importing a sub-Class, see this article for more info. |
| AddressLine1 | Mailing address | N | Alpha-numeric | 500 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressLine2 | Mailing address | N | Alpha-numeric | 500 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressLine3 | Mailing address | N | Alpha-numeric | 500 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressLine4 | Mailing address | N | Alpha-numeric | 500 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressCity | Mailing address | N | Alpha-numeric | 255 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressState | Mailing address | N | Alpha-numeric | 255 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressPostalCode | Mailing address | N | Alpha-numeric | 30 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| AddressCountry | Mailing address | N | Alpha-numeric | 255 | If the Vendor already exists in QuickBooks Online, this info will be pulled from the Vendor Setup, if different data is not imported for this field. |
| PrivateNote | Memo | N | Alpha-numeric | 4000 | |
| Currency | N | Alpha | 3 | Only available if multi-currency activated in QuickBooks Online. Must match currencies pre-defined in QuickBooks Online. It will default to Currency assigned the Vendor. If setting the Vendor up "on the fly," this field will be the assigned Currency. | |
| ExchangeRate | N | Numeric | For all currencies except for BITCOIN, the saved Exchange Rate for that currency in QuickBooks Online must be used. | ||
| ExpenseAccount | Category | N | Alpha-numeric | 100 | Import either the full Account Name or the Account Number. See this article for more info. |
| ExpenseDesc | Description | N | Alpha-numeric | 4000 | |
| ExpenseAmount | Amount | N | Alpha-numeric | 11 | Maximum value 99,999,999,999. |
| ExpenseBillableStatus | Billable | N | Y or N | N/A | Default is False (unchecked). To check field, valid values are 1, t, true, y, or yes. |
| ExpenseBillableEntity | Customer / Project | N | Alpha-numeric | 100 | Customer or Customer:Project name to be billed for expense. See this article for more info about importing Customer:Project. |
| ExpenseClass | Class | N | Alpha-numeric | 100 | If importing a sub-Class, see this article for more info. |
| LineItem | Product/Service | N | Alpha-numeric | 100 | |
| LineDesc | Description | N | Alpha-numeric | 4000 | |
| LineQty | Qty | N | Numeric | 11 | Maximum value 99,999,999,999. If importing an Inventory type, quantity is required. |
| LineUnitPrice | Rate | N | Numeric | 11 | Maximum value 99,999,999,999. |
| LineAmount | Amount | N | Numeric | 11 | Maximum value 99,999,999,999. |
| LineBillableStatus | Billable | N | Y or N | N/A | Default is False (unchecked). To check field, valid values are 1, t, true, y, or yes. |
| LineBillableEntity | Customer / Project | N | Alpha-numeric | 100 | Customer or Customer:Project name to be billed for expense. See this article for more info about importing Customer:Project. |
| LineClass | Class | N | Alpha-numeric | 100 | If importing a sub-Class, see this article for more info. |
