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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 items …
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 optio…
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 transact…
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 …
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 instead…
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
QUESTION How can a sales transaction, such as an 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 …
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 su…
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 Custome…
Automate Rightworks Transaction Pro Import for QuickBooks Desktop
QUESTION Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users who would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. The…
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 Custome…
