.png)
.png)
Special Characters in Account Names
**QUESTION** Will Rightworks Transaction Pro Importer import Account Names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name.
Special Characters in Account Names in QuickBooks Online
**QUESTION** Will Rightworks Transaction Pro Importer import account names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name. For more information about acceptable characters that can be used in QuickBooks Online, please refer to this Intuit [ARTICLE][1]…
Vendor Import Fields for Rightworks Transaction Pro Online
![][1] 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-numeric 25 LastName …
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 item…
Create New Name During Journal Entry Import
**QUESTION** How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer…
Product and Service Import Fields for Rightworks Transaction Pro Online
**TYPE: INVENTORY** ![][1] **TYPE: NONINVENTORY** ![][2] **TYPE: SERVICE** ![][3] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Product & Service item into a Category, import Category:Name for the Name field. Type T…
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 in t…
Create a New QuickBooks Company File using Transaction Pro Importer
**QUESTION** Can I use Rightworks Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? **RESOLUTION** Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please b…
Customer Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 LastName Last name …
Update QuickBooks Desktop List with Rightworks Transaction Pro
**QUESTION** How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? **RESOLUTION** Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Im…
