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Schedule QuickBooks Online Trial Balance Exports Using Rightworks Transaction Pro Exporter
**QUESTION** Can a Trial Balance Report export be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? **RESOLUTION** When exporting the Trial Balance Report from QuickBooks Online with Exporter, there is the option to schedule future exports. The schedule can be one time or recurring. This opt…
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][1]. ![][2] **INSTRUCTIONS** 1. Sign in via the Rightworks Transaction…
Refund Receipt Import Fields for Rightworks Transaction Pro Online
![][1] 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. Import mus…
Supported Currencies in QuickBooks Online
### **List of supported currencies in QuickBooks Online when importing with Rightworks Transaction Pro.** **Currency** **Currency** **AED** UAE Dirham **LKR** Sri Lankan Rupee **AFN** Afghan Afghani **LRD** Liberian Dollar **ALL** Albanian Lek **LSL** Lesotho Loti **AMD** Armenian Dram **LTC** Litecoin **ANG…
Location Import Fields for Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location. [1]: https://hf-files-oregon.s3.amazonaws.com/hdptransactionpro_kb_attachments/2020…
Error Validating Invalid Double
**MESSAGE** "Error validating Invalid double:" when importing Time Activities into QuickBooks Online **RESOLUTION** Verify the following: 1. If importing billable time into QuickBooks Online, be sure to have an import column with a Y mapped to BillableStatus or enter a Y for the Default Value column. 2. If imp…
Term Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specified number of d…
Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
**QUESTION** How can fees on PayPal transactions be imported? **RESOLUTION** The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pr…
Special Characters in Account Names in QuickBooks Online
**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][1]…
String Length Specified Does Not Match the Supported Length
**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 char…
