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Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options…
Skip Duplicate Transactions with Matching Reference Numbers when Importing
QUESTION When importing, will Rightworks Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? RESOLUTION By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE…
Blank Transaction Number When Auto Assign Option Selected
ISSUE After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. RESOLUTION If a transaction number is not auto assigned even when the Option to have…
Upgrade to Newest Version of Rightworks Transaction Pro Exporter Version
Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Exporter. Step 1: Make a note of any map files that have been created. Open up the QuickBooks company file and launch the current installed version of Transaction Pro Exporter. After selecting …
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. * Create a one line import file that can recreate the error message. * Verify that the latest version of Impor…
Address Lines Being Duplicated on QuickBooks Imported Transactions
ISSUE After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. RESOLUTION Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Se…
Import Amazon Sales into QuickBooks
ISSUE The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. RESOLUTION In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Am…
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 C…
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…
