MESSAGE "Validation Error: A Field Cannot Exceed a Certain Number of Characters" RESOLUTION The message appears because a value that is being imported exceeds the maximum allowed characters in QuickBooks. For information regarding the maximum allowed characters for QuickBooks fields, reference the Data Dicti…
Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
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…
Below are the instructions to import JOOR sales transactions into QuickBooks Online as a Sales Receipt using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online . Log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE : Select SAL…
QUESTION Can the Journal Entry that the third-party payroll processor provides each payroll be imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer? RESOLUTION Yes, if the third-party payroll processor can provide a flat file type such as Excel, csv, or txt, then TPro Impo…
QUESTION Is there a way to set Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of I…
MESSAGE Business Validation Error: There is no account associated with the item. Is it marked for purchase and has an account associated with it? RESOLUTION If the above message is received when importing using Rightworks Transaction Pro Importer for QuickBooks Online and the Item type is either Non-Invento…
MESSAGE "Invalid Number: Error: Duplicate Name Exists Error" RESOLUTION The message appears because a name in the import file is attempting to be added to QuickBooks Online that already exists in another list. The same name cannot be used in multiple lists (Customer, Vendor, or Employee) in QuickBooks Online…
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…
QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…