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Showing articles from Online tag

QuickBooks Online Report to Show What Was Imported with Rightworks Transaction Pro Importer

QUESTION Is there a report in QuickBooks Online that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in  QuickBooks Online  to use to review or audit what as been imported with Importer is the Audit Log report. It is found in  QuickBooks Online  under the …

Common Issues Importing Vendors into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. Example: VENDOR:SUB-VENDOR See this  article  for more info. Wrong Currency Imports Multi-currency not turned on in QuickBooks Onlin…

Add or Delete Users from Online Subscription Account

QUESTION How do I add or delete users from my online subscription account for Rightworks Transaction Pro? RESOLUTION The OWNER or ADMIN user of the online subscription are the only ones that can add or remove PARTICIPANT users for the subscription. Below are the steps for adding or deleting a PARTICIPANT …

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 items …

Import Credit Card Charges into QuickBooks Online

QUESTION What are some helpful tips to know when importing Credit Card Charges into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind regarding the most common issues that occur when importing Credit Card Charges into QuickBooks Online with Imp…

Credit Card Charge Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref No Y Alpha-numeric 21 The Reference Number is the Credit Card Charge Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…

Default Sales Tax Code Not Importing with Customer Import into QuickBooks Online

ISSUE When processing a Customer import into QuickBooks Online with Rightworks Transaction Pro Importer, a value is imported for the Default Sales Tax Code. However, the value does not display in QuickBooks Online after import. RESOLUTION If the QuickBooks Online company is setup with the automatic sales…

Unfortunately An Internal Error Occurred While Processing Your Request

MESSAGE "Unfortunately an internal error occurred while processing your request" RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer for QuickBooks Online, the Admin of the TPro subscription will need to disconnect and reconnect TPro by following the steps below: * …

General Ledger Account Formatting

QUESTION How do General Ledger Accounts need to be formatted in the import file when using Rightworks Transaction Pro Importer with QuickBooks Online? RESOLUTION If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only …

Check or Bill Import: Required Parameter Line is Missing in the Request

MESSAGE "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online. RESOLUTION If importing Checks or Bills into QuickBooks Online, the data needs to be mapped to one of this two scenarios: * Products and Services:   LineItem and LineAmount: Data must be map…

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