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Import Bills into QuickBooks Online
QUESTION What are some helpful tips to know when importing Bills into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind regarding the most common issues that occur when importing Bills into QuickBooks Online with Importer. * When importing …
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Online
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from …
Common Issues Importing Chart of Accounts into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Account Type See this article for valid Account Types Invalid Account SubType See this article for valid Account SubTypes (Detail Type). Valid Account SubTypes depend on the Account Type. Wrong Currency Imports Multi-currency not turned on in QuickBooks O…
Import Trial Balance into QuickBooks Desktop
QUESTION How can a Trial Balance be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QBDT is with the import type Journal Entry. Two things to consider when importing a Trial Balance as a Journal Entry: * QBDT only…
Questions about Demo Version of Rightworks Transaction Pro for QuickBooks Desktop
Questions about free demo version of Rightworks Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise) How do I obtain the free demo? Go to Transaction Pro Website and click the TRY IT FREE button and select QUICKBOOKS DESKTOP. Once the installation file downloads, install and then lau…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Desktop
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from…
QuickBooks found an error when parsing the provided XML text stream
ISSUE QuickBooks found an error when parsing the provided XML text stream RESOLUTION If you are receiving this error AFTER mapping your data and clicking import, it is usually caused by one of the three items below. Please review the import file for these items. * Import data includes special characters …
Import Multi-Line Transactions into QuickBooks Desktop
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipt, Bills, e…
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…
This Key is Already Associated with an Element in QuickBooks Desktop
MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …
