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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…
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…
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…
Credit Memo Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Credit Memo no Y Alpha-numeric 21 The Reference Number is the Credit Memo Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Impor…
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…
Credit Card Charge 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 the Credit Card Charge Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items on the transaction can be a negative amount, but the total amount needs to be zero or greater. If less z…
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…
User Types for Rightworks Transaction Pro Online
QUESTION What are the user types/roles for the online version of Rightworks Transaction Pro? RESOLUTION In the online version of Transaction Pro, there are three user types/roles: * Owner: The original user that setup the Transaction Pro subscription. There is only one Owner user per subscrip…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
