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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…
Update QuickBooks Desktop List with Rightworks Transaction Pro
**QUESTION** How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? **RESOLUTION** Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Im…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Online
**QUESTION** If importing Sub-Levels for Customers, Vendors, Classes, Products and Services, or Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, how do they need to be formatted? **RESOLUTION** **Format for Customers** If the Customer import file contains Sub-Customers, both the main Cust…
Import Custom Fields on Transactions and List Items in QuickBooks Desktop
**QUESTION** How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? **RESOLUTION** Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t…
This Key is Already Associated with an Element in QuickBooks Desktop
**MESSAGE** "This key is already associated with an element of this collection (Error #457)" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in the…
Error Validating Employee or Vendor
**MESSAGE** "Error Validating Employee or Vendor" when importing Time Activities. **RESOLUTION** This message appears because an Employee or Vendor in the import file does not already exist in QuickBooks Online. All Employees and Vendors in a Time Activities import file must previously exist in QuickBooks Online pr…
Invalid Number: Error: Duplicate Name Exists Error
**MESSAGE** "Invalid Number: Error: Duplicate Name Exists Error" **RESOLUTION** The message appears because a name in the import file is attempting to be added to QuickBooks Online that already exists in another list. The same name cannot be used in multiple lists (Customer, Vendor, or Employee) in QuickBooks Onlin…
When you use Accounts Receivable, you must choose a $$customer$$ in the Name field
**MESSAGE** "When you use Accounts Receivable, you must choose a $$customer$$ in the Name field" **RESOLUTION** For any line in a Journal Entry import that is posted to an Account that is the account type Accounts Receivable or Accounts Payable, it is required that a Customer name or Vendor name be specified. In Tr…
