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Deposit Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 100 Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to import. TxnDa…
Apply Vendor Credits to Bills or Bill Payments - QuickBooks Online
QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Online.
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions of how Sales Receipts, Invoices, and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they p…
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…
You Must Fill Out At Least Two Detail Lines
MESSAGE "You must fill out at least two detail lines." RESOLUTION The message appears because a Journal Entry in the import file does not have at least two lines. Rightworks Transaction Pro Importer for QuickBooks Online groups multiple lines onto the same Journal Entry that have the same value mapped to the…
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 …
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: *…
Customer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 …
Useful QuickBooks and Rightworks Transaction Pro Terminology Definitions
QuickBooks Terminology: * QBDT or QBD – This is a short name for QuickBooks Desktop and includes Pro, Premier, and Enterprise. * QBE – This is a short name for QuickBooks Enterprise. * QuickBooks in the Cloud – This refers to QuickBooks Desktop being hosted on a remote server or QuickBooks Online. * Company…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Online
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from Q…
