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Import Custom Fields into QuickBooks Online
QUESTION Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Custom Fields can be imported into QuickBooks Online using Importer. * Note: Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API. …
Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
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…
This Feature is Not Included in Your QuickBooks Online Subscription
MESSAGE "We're sorry. This feature is not included in your QuickBooks Online subscription." RESOLUTION This message means that you are trying to import either a field or transaction type that is not included in your current QuickBooks Online subscription. QuickBooks Online has four subscription levels: S…
JOOR Sales Transaction Invoice Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Invoice using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to IMPORT. CHOOSE IMPORT TYPE: Select INVOICES as your…
Import Deposits to QuickBooks Online
QUESTION What are some common uses for a Deposit import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Recording donations from an online web app * Recording daily activity from a Point of Sale (POS) system * Import…
Import Journal Entries into QuickBooks Online
QUESTION What are some common uses for a Journal Entry import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Importing Payroll Data after each payroll period * Importing Daily Sales from a Point of Sale (POS…
File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What file formats are supported to be imported with Rightworks Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? RESOLUTION The following file formats can be imported with Importer into QuickBooks Online: *…
Cancel a Rightworks Transaction Pro Online Subscription
QUESTION How can a Rightworks Transaction Pro subscription for QuickBooks Online be canceled? RESOLUTION Before canceling a subscription, it is best to edit the subscription name to be unique to ensure that the correct subscription is being canceled, if this has not already been done. Only the Owner role can…
Import Checks into QuickBooks Online
QUESTION What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billing…
