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Import Bank Statements into QuickBooks Online
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import type into QuickBooks Online with Importer. Below are some fo…
New Products and Services Setup in QuickBooks Online with Uncategorized Income or Uncategorized Expense
QUESTION Why do new Products and Services that set up during an import into QuickBooks Online set up with the Accounts of Uncategorized Income or Uncategorized Expense? RESOLUTION If a Products and Services in an import does not already exist in QuickBooks Online, Transaction Pro Importer will create the mis…
Common Issues Importing Products & Services into QuickBooks Online
COMMON ISSUE RESOLUTION Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request Income Account is required on all Types. Expense Account is required for type Inventory. Expense Account is required for type NonInventory and Service if values are imported for Purchase Description…
Invalid Number: Error: Duplicate Name Exists Error
MESSAGE "Invalid Number: Error: Duplicate Name Exists Error" RESOLUTION The message appears because a name in the import file is attempting to be added to QuickBooks Online that already exists in another list. The same name cannot be used in multiple lists (Customer, Vendor, or Employee) in QuickBooks Online…
Import Invoices into QuickBooks Online
Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry-specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some Ti…
Business Validation Error: There is no Account Associated with the Item
MESSAGE Business Validation Error: There is no account associated with the item. Is it marked for purchase and has an account associated with it? RESOLUTION If the above message is received when importing using Rightworks Transaction Pro Importer for QuickBooks Online and the Item type is either Non-Invento…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as a Sales Receipt using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE : Select SALES…
Import Multi-Lined Descriptions
QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…
Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
Support Options
QUESTION What are my support options? RESOLUTION At Rightworks Transaction Pro, your success is our top priority. Our eager team is available to offer top-notch support for any technical or sales queries. Connect with us Monday to Friday, from 9 AM to 9 PM ET: * Live Chat: Simply click the chat icon in t…
