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Create New Name During Journal Entry Import
**QUESTION** How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer…
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 opti…
Default Sales Tax Code Not Importing with Customer Import into QuickBooks Online
**ISSUE** When processing a Customer import into QuickBooks Online with Rightworks Transaction Pro Importer, a value is imported for the Default Sales Tax Code. However, the value does not display in QuickBooks Online after import. ![][1] **RESOLUTION** If the QuickBooks Online company is setup with the automatic …
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…
This Key is Already Associated with an Element in QuickBooks Online
**MESSAGE** "This key is already associated with an element of this collection" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name in t…
Cross-Reference Option for Customers and Vendors
**QUESTION** How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? **RESOLUTION** In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Cust…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop
**QUESTION** If importing Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, how do they need to be formatted? **RESOLUTION** **Format for Customers** If the Customer import file contains Sub-Customers or Jobs, both the main Cust…
Customer 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, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 LastName Last name …
Update QuickBooks Desktop List with Rightworks Transaction Pro
**QUESTION** How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? **RESOLUTION** Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Im…
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 Cust…
