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Import Checks Made Payable to Names Other Than Vendors
**QUESTION** Can Checks be made payable to names other than Vendors during import? **RESOLUTION** When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the c…
Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop
**ISSUE** When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). **RESOLUTION** Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT …
Creates a New Vendor or Customer When One Already Exists in QuickBooks Online
**ISSUE** When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Online. **RESOLUTION** Importer does a match based upon what is in the Display Name field in the Vendor or Customer setup in QuickBooks Online. Make sure the values in the import file matche…
Customer or Vendor File is Being Updated with Address in Import File
**ISSUE** When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Chec…
Do Not Auto-Create List Items when Importing
**QUESTION** Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Rightworks Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QuickBooks Online to not auto- create list items during an import. The list item…
Create New Name During Journal Entry Import
**QUESTION** How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer…
Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop
**QUESTION** Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? **RESOLUTION** Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These opti…
Common Issues Importing Vendors into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing * Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. * Example: VENDOR:SUB-VENDOR * See this [article ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in QuickBook…
This Key is Already Associated with an Element in QuickBooks Online
**MESSAGE** "This key is already associated with an element of this collection" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name in t…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop
**QUESTION** If importing Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, how do they need to be formatted? **RESOLUTION** **Format for Customers** If the Customer import file contains Sub-Customers or Jobs, both the main Cust…
