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Showing articles from Online tag

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 cha…

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 opti…

Can Memorized Transactions Be Imported into QuickBooks Online?

QUESTION Can Memorized Transactions be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QuickBooks Online using Importer. A workaround is to use Importer to create these recurring transactions instead …

Certify Credit Card Import into QuickBooks Online

The following are instructions for importing the  Certify  Credit Card Report into QuickBooks Online using Rightworks  Transaction Pro Importer. After downloading a Credit Card Report from  Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE:  Select CREDIT CARD CHARGES as your im…

Certify Bill Report Import into QuickBooks Online

The following are instructions for importing the  Certify  Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Bill Report from  Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE:  Select BILLS as your import type by clicking on the b…

Estimate Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Estimate no Y Alpha-numeric 21 The Reference Number is the Estimate Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must b…

Import Journal Entries from Payroll Providers with Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION How can an IIF file from a Payroll Provider be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Most Payroll Providers provide an IIF file to be used to import the Payroll data into QuickBooks. However, QuickBooks Online does not allow IIF files to be imported as …

Import Cash Purchases into QuickBooks Online

QUESTION What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anoth…

Common Issues Importing Classes into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Class Name Not Importing Sub-Class Name must include full name with a colon between each level with no space on either side of the colon. Example: CLASS:SUB-CLASS See this article for more info.

Import Checks To Be Printed into QuickBooks Online

QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of Checks? RESOLUTION When importing Checks with Rightworks Transaction Pro Importer into QuickBooks Online, there is a field entitled ToBePrinted as part of a Check import map. The valid options are NotSet, NeedToPr…

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