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When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
**QUESTION** What import types that should be used when importing sales into QuickBooks? **RESOLUTION** Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. **QuickBooks Sales Receipts** Sales Receipt should be selected as an import type when the Customers pay at the same tim…
Duplicate Document Number Message
**MESSAGE** "Duplicate Document Number Error : You must specify a different number. This number has already been used." **RESOLUTION** The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes …
Invoice Import Error: WriteInvoice Subscript Out of Range
**ISSUE** When importing Invoice into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a Write Invoice error appears stating SUBSCRIPT OUT OF RANGE. The Invoice Import will complete, but the error appears for each Invoice during the import. ![][1] **RESOLUTION** The issue is the result of a val…
Link Invoices to Sales Order When Importing
**QUESTION** How can an open Sales Order be linked to an Invoice during import? **RESOLUTION** Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be tak…
Export Customer Open Invoices
QUESTION How can a balance for a customer be exported? RESOLUTION When using Rightworks Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTION LINES…
View and Download Billing Invoices from Transaction Pro Subscription
**QUESTION** How can the billing invoices from a Rightworks Transaction Pro subscription for QuickBooks Online be viewed and downloaded? **RESOLUTION** To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. Click MANAGE for the subscription that you wish…
Import Custom Fields into QuickBooks Online
**QUESTION** Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer? **RESOLUTION** Yes, Custom Fields can be imported into QuickBooks Online using Importer. ***Note: **Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API…
JOOR Sales Transaction Invoice Import into QuickBooks Desktop
**Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as an Invoice using Rightworks Transaction Pro Importer.** **A sample map file is attached on the right-hand side of the screen to use with your JOOR Invoice Import.** After downloading your order file from JOOR, log into Q…
Powerful e‐Commerce Features Available for QuickBooks Sales Imports
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within RightworksTransaction Pro Importer for QuickBooks Desktop (QBDT), a whole t…
Import Invoices into QuickBooks Online
Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some T…
