QUESTION How can Credit Card Transactions be filtered by reconciled versus reconciled in Rightworks Transaction Pro Deleter? RESOLUTION At this time, there is not a reconciled flag available to be used as a filter with Deleter.
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 .
MESSAGE "Target is not Reimbursable" RESOLUTION This message appears because in Rightworks Transaction Pro Importer, the Bill import or the Check import has either the field ExpenseBillableStatus or LineBillableStatus marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBill…
The following are instructions for importing the Certify Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Bill Report from Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS as your import type by clicking on the b…
QUESTION Can Memorized Transactions be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QuickBooks Online using Importer. A workaround is to use Importer to create these recurring transactions instead …
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Online. Below are some examples of …
QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Online? RESOLUTION Importer cannot import attachments into QuickBooks Online at this time.
MESSAGE "Invalid Account specified in the APAccount column" when importing Bills. RESOLUTION If using Account Names for the Expense Accounts in the import file, enter the General Ledger Account Name of the Accounts Payable account on the Rightworks Transaction Pro Importer mapping screen in the Default Value…
MESSAGE "String length specified does not match the supported length" RESOLUTION This message appears because some of the data in the import file exceeds the maximum length allowed by QuickBooks Online. Edit the data in the import file so that it is a shorter length. For more information about maximum cha…
COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue Valid values are 1 - 31