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Print Components of Group Item on Imported Transaction
**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components p…
Import Accounts Instead of Items on Sales Transactions
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transac…
Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This article …
Import Unit of Measure for Items into QuickBooks Desktop
**QUESTION** When importing the Item List into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer, what name needs to be used for the Unit of Measure (UOM)? **RESOLUTION** When importing the Item List, the UOM in the import file needs to be the U/M Set Name in QBDT. The UOM also needs to be …
Transfer Inventory Quantities to New QuickBooks Company File
**QUESTION** How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Rightworks Transaction Pro products? **RESOLUTION** Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. 1. Use Transaction Pro Exporter to export…
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…
Product and Service Import Fields for Rightworks Transaction Pro Online
**TYPE: INVENTORY** ![][1] **TYPE: NONINVENTORY** ![][2] **TYPE: SERVICE** ![][3] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Product & Service item into a Category, import Category:Name for the Name field. Type T…
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…
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…
