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Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop
**ISSUE** When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). **RESOLUTION** Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT …
Creates a New Vendor or Customer When One Already Exists in QuickBooks Online
**ISSUE** When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Online. **RESOLUTION** Importer does a match based upon what is in the Display Name field in the Vendor or Customer setup in QuickBooks Online. Make sure the values in the import file matche…
Business Validation Error: Something This Action Required is no Longer Available. Another User May Have Deleted It
**MESSAGE** Business Validation Error: Something this action required is no longer available. Another user may have deleted it. Please refresh your screen to see the current information" **RESOLUTION** This message appears because a list item that Rightworks Transaction Pro Importer is trying to connect cannot be f…
You Must Fill Out At Least Two Detail Lines
**MESSAGE** "You must fill out at least two detail lines" **RESOLUTION** The message appears because a Journal Entry in the import file does not have at least two lines. Rightworks Transaction Pro Importer for QuickBooks Online groups multiple lines onto the same Journal Entry that have the same value mapped to the…
Common Issues Importing Customers into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Customer Name Not Importing * Sub-Customer Name must include full name with a colon between each level with no space on either side of the colon. * Example: CUSTOMER:SUB-CUSTOMER * See this [article ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in Q…
Customer or Vendor File is Being Updated with Address in Import File
**ISSUE** When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Chec…
Could Not Find Matching Bill to Apply Bill Payment
**ISSUE** When importing Bill Payments, Rightworks Transaction Pro Importer failed to find a matching Bill (for Bills Payments) in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Bill to Apply Bill Payment" displays on the Transaction Log. **RESOLUTION** Firs…
Create the Troubleshooting Log
**ISSUE** For troubleshooting purposes, the Troubleshooting Log in Rightworks Transaction Pro Importer may be requested by Support. **RESOLUTION** Below are the steps to create the Troubleshooting Log. 1. Create a one line import file that can recreate the error message. 2. Verify that the latest version of Im…
Invalid Account Specified in the APAccount column
**MESSAGE** "Invalid Account specified in the APAccount column" when importing Bills. **RESOLUTION** If using Account Names for the Expense Accounts in the import file, enter the General Ledger Account Name of the Accounts Payable account on the Rightworks Transaction Pro Importer mapping screen in the Default Valu…
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) c…
