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Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
**QUESTION** How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? ![][1] **RESOLUTION** When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOME…
Error Validating Customer ID: Invalid Integer
**MESSAGE** "Error validating Customer ID: Invalid Integer" **RESOLUTION** This message appears because QuickBooks Online is not allowing Rightworks Transaction Pro Importer to save the Customer name. This is typically the result of one of the two situations below: * The value mapped to the field Customer alread…
Import Checks Made Payable to Names Other Than Vendors
**QUESTION** Can Checks be made payable to names other than Vendors during import? **RESOLUTION** When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the c…
Vendor Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr CompanyName Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 LastName …
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…
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…
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…
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 item…
