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Can Attachments be Imported into QuickBooks Desktop?
QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.
Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how do I select the Print Later option? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as a …
CenterCard Employee Reimbursement Import into QBDT
The following are instructions for importing the CenterCard Employee Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Reimbursement Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import i…
Use the Default Value Column in Rightworks Transaction Pro Online
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Online. Below are some examples o…
Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Desktop while importing. Also, QuickBooks Desktop does not need to be in single-user mode when processing imports with Importer.
Bill Due Date Not Importing Correctly
ISSUE When importing a Bill using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT) where the Bill Due Date is specified in the import file and mapped accordingly, the Due Date is being recalculated based upon the Vendor's Terms. RESOLUTION This is a known issue in QBDT. QBDT recalculates th…
Working in QuickBooks Online While Importing
QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Transaction Pro Importer.
You Must Select a Product / Service or an Account for Each Split Line with Either an Amount or a Billable Customer
MESSAGE "You must select a product/service or an account for each split line with either an amount or a billable customer." RESOLUTION This is a known bug in the QuickBooks Online Application Program Interface (API) as it is a false error message. The actual issue is that an expense transaction (Bills, Ch…
Inventory Adjustment Not Importing
ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is imported as a single large transaction (with the same Reference Number for all rows), a single item not importing will cause the entire import to fa…
Common Issues Importing Locations into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Location Name Not Importing Sub-Location Name must include full name with a colon between each level with no space on either side of the colon. Example: LOCATION:SUB-LOCATION See this article for more info.
