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Use the Default Value Column in Rightworks Transaction Pro Online
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Online. Below are some examples o…
Location Import Fields for Transaction Pro Online
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.
Bank Transfer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. PrivateNote Memo N Alpha-numeric 4000 ToAccount Transfer Funds To Y Alpha-numer…
Can Only Query 200 Transaction at a Time to Delete
ISSUE When querying data to delete with Rightworks Transaction Pro Deleter, only 200 lines appear in the grid even if more than 200 transactions exist to delete. RESOLUTION Unfortunately, it is a known issue with the QuickBooks Online Application Program Interface (API) that the query is really slow. Therefo…
Overpayments on Imported Invoices in QuickBooks Online
QUESTION Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Online will apply any overpayment as a credit to the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of Inv…
Error Validating Invalid Double
MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online. RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, ensure an import column maps Y to BillableStatus, or enter Y in the Default Value column. * When importing billable time…
Purchase - Cash 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 how TPro and QuickBooks Online know which detail rows belong to the same transaction. The import must be sorted by this column prior to impo…
Target is Not Reimbursable in QuickBooks Online
MESSAGE "Target is not Reimbursable." RESOLUTION This message appears because, in Rightworks Transaction Pro Importer, the Bill or Check import has either the ExpenseBillableStatus or LineBillableStatus field marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBillableEntit…
Root Element is Missing
MESSAGE "Root Element is Missing" RESOLUTION The message appears because Rightworks Transaction Pro Importer is experiencing intermittent issues with the QuickBooks Online Application Programming Interface (API). Please log in to QuickBooks Online, review recent transactions, and re-import any remaining t…
Field to Use on Mapping to Import Location in QuckBooks Online
QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…
