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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 items …
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 C…
Import Purchase Orders into QuickBooks Online
Below is a picture of a Purchase Order screen from QuickBooks Online to help get started. Please review the screenshot to make sure all the fields that are available are noted. The Data Dictionary may also be referenced for Purchase Orders HERE . INSTRUCTIONS 1. Sign in via the Rightworks Transaction Pro on…
JOOR Sales Transaction Sales Order Import into QBDT
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Order Import. After downloading your order file from JOOR, log into …
Could Not Find Matching Invoice to Apply Payment
ISSUE When importing Receive Payments, Rightworks Transaction Pro Importer failed to find a matching Invoice in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Invoice to Apply Payment" displays on the Transaction Log. RESOLUTION First, make sure th…
QuickBooks Report to Show What Was Imported
QUESTION Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QBDT to use to review or audit what as been imported with Importer is the Audit Trail report. It is found in QBDT under the REPORTS > ACCOUNTANT…
Can Memorized Transactions Be Imported into QuickBooks Desktop?
QUESTION Can memorized transactions be imported into Quickbooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QBDT using Importer. A workaround is to use Importer to create these recurring transactions instead of us…
Bank Statement Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date (Deposit) Payment date (Check) N Date N/A If no date is imported, transaction will be dated the day of the import. PrivateNote Memo (Deposit) Memo (Check) N Alpha…
Use Rightworks Transaction Pro in a Remote, Virtual, or Terminal Service Environment
QUESTION Can Rightworks Transaction Pro Importer, Exporter, and Deleter be used in a remote, virtual, or terminal service environment? RESOLUTION Yes, all Transaction Pro products may be used in remote, virtual, or terminal service environments as long as QuickBooks Desktop (QBDT) is loaded and launched from…
Save the Transaction Log for Transactions That Did Not Import
QUESTION How is the Transaction Log saved to show only the transactions that did not import? RESOLUTION Below are the steps to follow to save only the transactions that did not import: * Select the OPTIONS button on the first screen of Rightworks Transaction Pro Importer. * On the BASIC options tab, sel…
