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Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
**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 Online with Rightworks Transaction Pro Importer? **RESOLUTION** In QuickBooks Online, Intuit does not allow a GL Account to be used on sales tr…
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…
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…
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…
General Ledger Account Formatting
**QUESTION** How do General Ledger Accounts need to be formatted in the import file when using Rightworks Transaction Pro Importer with QuickBooks Online? **RESOLUTION** If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only t…
Account Does Not Exist error during Import in Rightworks Transaction Pro Importer
**MESSAGE** When importing transactions into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer and using the Account Name, it says the Account does not exist even though it does. **RESOLUTION** There are two options to resolve this issue: 1. Check your preferences in QuickBooks Desktop to make sur…
Cross-Reference Option for Accounts
**QUESTION** How does the cross-reference option work for Accounts when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? **RESOLUTION** In QBDT, Accounts are organized by Name. However, other databases or services that may be imported may use a the Account Description instea…
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…
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…
QuickBooks Online Chart of Accounts Import - Valid Account Type Values
When importing a Chart of Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, the types listed below are the only valid Account and Sub-Account (Detail) types currently available to be used with Importer. **NOTE**: There are no spaces between the words for the Account Types or Sub-Account Types…
