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Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
Import Trial Balance into QuickBooks Desktop
QUESTION How can a Trial Balance be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QBDT is by using the Journal Entry import type. Two things to consider when importing a Trial Balance as a Journal Entry: * QBDT …
Import Sales Receipts to QuickBooks Online
QUESTION What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipt…
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 Custome…
The Item History Could Not Be Locked
QUESTION The item history could not be locked RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
This Key is Already Associated with an Element in QuickBooks Desktop
MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …
Error Validating Employee or Vendor
MESSAGE " Error Validating Employee or Vendor" when importing Time Activities. RESOLUTION This message appears because an Employee or Vendor in the import file does not already exist in QuickBooks Online. All Employees and Vendors in a Time Activities import file must previously exist in QuickBooks Online pr…
Import Credit Card Charges into QuickBooks Online
QUESTION What are some helpful tips to know when importing Credit Card Charges into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Credit Card Charges into QuickBooks Online using Importe…
Alphanumeric Value Error - QuickBooks Online
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Ensure that the mixed-format columns (alphanumeric) are formatted as text in the import file.
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 Imp…
