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Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
**QUESTION** How can fees on PayPal transactions be imported? **RESOLUTION** The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pr…
Special Characters in Account Names in QuickBooks Online
**QUESTION** Will Rightworks Transaction Pro Importer import account names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name. For more information about acceptable characters that can be used in QuickBooks Online, please refer to this Intuit [ARTICLE][1]…
java.lang.Formal Exception
**MESSAGE** "java.lang.FormatException" when importing Bill Payments or Receive Payments **RESOLUTION** The message appears because Rightworks Transaction Pro Importer cannot locate an unpaid Bill for the Vendor to which to apply the Bill Payment or an open Invoice for the Customer to which to apply the Receive Pay…
Overpayments on Imported Invoices in QuickBooks Online
**QUESTION** Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? **RESOLUTION** No, QuickBooks Online will make any overpayment a credit on the Customer's account. ![][1] **POSSIBLE WORKAROUND** Use Transaction Pro Exporter to export a list of In…
Helpful QuickBooks Keyboard Shortcuts
There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Rightworks Transaction Pro Importer users. **F2 Function Key for Windows / COMMAND + 1 for Mac: Pro…
Certify Bill Report Import into QuickBooks Online
**The following are instructions for importing the [Certify][1] Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer.** After downloading a Bill Report from [Certify][1], log into Transaction Pro and select to IMPORT. ![][2] **CHOOSE IMPORT TYPE:** Select BILLS as your import type by clickin…
There Were Problems Communicating with the Intuit API
**MESSAGE** There were problems communicating with the Intuit API. Please try importing your transactions later. **RESOLUTION** If the above message is received when using Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter for QuickBooks Online, please follow the steps below: …
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Rightworks Transaction Pro Importer? **RESOLUTION** In QuickBooks Online, Intuit does not allow a GL Account to be used on sales tr…
Import Bank Transfers to QuickBooks
**QUESTION** How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer? **RESOLUTION** Bank Transfers are found in QBDT under the BANKING menu. Below is a screen shot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds trans…
Error Validating Invalid Double
**MESSAGE** "Error validating Invalid double:" when importing Time Activities into QuickBooks Online **RESOLUTION** Verify the following: 1. If importing billable time into QuickBooks Online, be sure to have an import column with a Y mapped to BillableStatus or enter a Y for the Default Value column. 2. If imp…
