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Showing articles from Online tag

Error Validating Customer ID: Invalid Integer

MESSAGE "Error validating Customer ID: Invalid Integer" RESOLUTION This message appears because QuickBooks Online is not allowing Rightworks Transaction Pro Importer to save the Customer name. This is typically the result of one of the two situations below: * The value mapped to the field Customer alread…

Import Cash Purchases into QuickBooks Online

QUESTION What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anoth…

Import Journal Entries from Payroll Providers with Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION How can an IIF file from a Payroll Provider be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Most Payroll Providers provide an IIF file to be used to import the Payroll data into QuickBooks. However, QuickBooks Online does not allow IIF files to be imported as …

Working in QuickBooks Online While Importing

QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Importer.

Concur Credit Card Import into QuickBooks Online

The following are instructions for importing the  Concur  Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE:  Select CREDIT CARD CHARGES as your import t…

Class Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Class as a Sub-Class of another Class, use format Class:Sub-Class

Time Activity Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. Name Name Y Alpha-numeric 100 Name can be an Employee Name or a Vendor Name (Contrac…

Refund Receipt Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Refund Receipt no Y Alpha-numeric 21 The Reference Number is the Refund Receipt Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. I…

Blank Transaction Number When Auto Assign Option Selected

ISSUE After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. RESOLUTION If a transaction number is not auto assigned even when the Option to have…

Import Purchase Orders into QuickBooks Online

Below is a picture of a Purchase Order screen from QuickBooks Online to help get started. Please review the screenshot to make sure all the fields that are available are noted. The Data Dictionary may also be referenced for Purchase Orders  HERE . INSTRUCTIONS 1. Sign in via the Rightworks Transaction Pro  on…

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