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Trouble Connecting to the QuickBooks File
ISSUE: When connecting Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) to a QuickBooks Desktop (QBDT) or QuickBooks Enterprise (QBE) company file, one of the following messages appear: * Please start QB and open your company file before continuing * Automation error The object invoked …
Alphanumeric Value Error - QuickBooks Desktop
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Make sure that mixed formatted columns (alphanumeric) are formatted as text in the import file.
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…
Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
The Item History Could Not Be Locked
QUESTION "The item history could not be locked" RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
Common Issues Importing Products & Services into QuickBooks Online
COMMON ISSUE RESOLUTION Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request Income Account is required on all Types. Expense Account is required for type Inventory. Expense Account is required for type NonInventory and Service if values are imported for Purchase Description…
Customer:Job: XYZ is Duplicated in the QuickBooks File
MESSAGE "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. RESOLUTION This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) co…
Color Scheme Path Not Found
MESSAGE Path not found for color schemes RESOLUTION Download the appropriate (version 6 or version 7) attached zip file (found on the right-hand side of this article) and extract the files into the following location: VERSION 6.0 C:\Users\(your user name)\Documents\01 Transaction Pro Importer 6.0\Color Sch…
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Desktop
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items on the transaction can be a negative amount, but the total amount needs to be zero or greater. If less z…
Cannot Connect to Your Data Source. Class not registered.
MESSAGE Cannot connect to your data source. Check your database type selection and try again. The following message was returned: Class not registered. Line: 0 Class not registered RESOLUTION * Click OK. Does Rightworks Transaction Pro allow the previously attached file to be removed or a new fil…
