TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Sales Receipt no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mu…
MESSAGE "This key is already associated with an element of this collection" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name i…
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION In QuickBooks Online , Intuit does not allow a GL Account to be used on sales…
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Bills, Journal Entries, et cete…
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no. Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mu…
QUESTION Can exports be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is the option to configure and schedule the exports. The schedule can be one time or recurring. This option allows the…
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an AP Invoice (Vendor Bills) Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS a…
QUESTION What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipt…
QUESTION Can the Trial Balance Report be exported with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is now the option to export the Trial Balance report. Below are the steps to export the Trial Balan…
QUESTION: How are Deposit imports posted from Undeposited Funds when importing with Rightworks Transaction Pro Importer into QuickBooks Online? RESOLUTION: When importing Deposits into QuickBooks Online with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales …