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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…
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…
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…
Error Validating Customer ID: Invalid Integer
MESSAGE "Error validating Customer ID: Invalid Integer" RESOLUTION This message appears because QuickBooks Online is not allowing Rightworks Transaction Pro Importer to save the Customer name. This is typically the result of one of the two situations below: * The value mapped to the field Customer alread…
QuickBooks Online Report to Show What Was Imported with Rightworks Transaction Pro Importer
QUESTION Is there a report in QuickBooks Online that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QuickBooks Online for reviewing or auditing what has been imported with Importer is the Audit Log report. It is available in QuickBooks Online unde…
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…
Default Sales Tax Code Not Importing with Customer Import into QuickBooks Online
ISSUE When processing a Customer import into QuickBooks Online with Rightworks Transaction Pro Importer, a value is imported for the Default Sales Tax Code. However, the value does not display in QuickBooks Online after import. RESOLUTION If the QuickBooks Online company is setup with the automatic sales…
Sales Receipt Import Fields for Rightworks Transaction Pro Online
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…
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…
Check Import Fields for Rightworks Transaction Pro Online
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 m…
