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Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions of how Sales Receipts, Invoices, and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they p…
Customer Import Fields for Rightworks Transaction Pro Online
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 …
Product and Service Import Fields for Rightworks Transaction Pro Online
TYPE: INVENTORY TYPE: NONINVENTORY TYPE: SERVICE TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import a Product & Service item into a Category, import Category: Name for the Name field. Type Type N …
Advanced Inventory Imports into QuickBooks Enterprise
QUESTION Can Rightworks Transaction Pro Importer import into the additional fields connected with using Advanced Inventory in QuickBooks Enterprise (QBE)? RESOLUTION If using QBE, a subscription to Advanced Inventory can be added that will add the additional features listed below: * FIFO costing * Multi…
Upgrade to Newest Version of Rightworks Transaction Pro Importer
Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Importer. Step 1: Make a note of any options that have been selected. Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen o…
QBSDK Log File - Used for Troubleshooting
For troubleshooting purposes, Rightworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. * First, take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. * For Windows 11, go to c:\ProgramData\Intuit\QuickBooks and edit the …
Link Invoices to Sales Order When Importing
QUESTION How can an open Sales Order be linked to an Invoice during import? RESOLUTION Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be ta…
Unfortunately An Internal Error Occurred While Processing Your Request
MESSAGE "Unfortunately an internal error occurred while processing your request." RESOLUTION If the above message is received when using Rightworks Transaction Pro Importer for QuickBooks Online, the Admin of the TPro subscription will need to disconnect and reconnect TPro by following the steps below: *…
Create a New QuickBooks Company File using Transaction Pro Importer
QUESTION Can I use Rightworks Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? RESOLUTION Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please …
