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Showing articles from Desktop tag

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.

CenterCard Employee Reimbursement Import into QBDT

The following are instructions for importing the  CenterCard  Employee Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Reimbursement Report from  CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import i…

Working in QuickBooks Desktop While Importing

QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single-user mode when processing imp…

Overpayments on Invoices in QuickBooks Desktop

QUESTION Is there a way to set Rightworks Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export …

Inventory Adjustment Not Importing

ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is being imported as a single large transaction (same Reference Number for all rows), a single item not importing will cause the entire import to fail.…

Import Accounts Instead of Items on Sales Transactions

QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…

Error 9999002 - Decrypt String: Bad Data

MESSAGE "Error:9999002 - Decrypt String: Bad Data" RESOLUTION This message appears because the Rightworks Transaction Pro user does not have write permissions to the folder c:\program data. The user must have full write permission on this folder. Additionally, write permissions to the folder c:\Documents and…

Error Validating Detail Lines: At Least One Detail Line is Required

MESSAGE " Error validating Detail Lines:At least one detail line is required" RESOLUTION If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both QuickBo…

Can Attachments be Imported into QuickBooks Desktop?

QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.

Bill Due Date Not Importing Correctly

ISSUE When importing a Bill using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT) where the Bill Due Date is specified in the import file and mapped accordingly, the Due Date is being recalculated based upon the Vendor's Terms. RESOLUTION This is a known issue in QBDT. QBDT recalculates th…

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