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Showing articles from Import tag

Error Validating Invalid Double

MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online. RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, ensure an import column maps Y to BillableStatus, or enter Y in the Default Value column. * When importing billable time…

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 apply any overpayment as a credit to the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of Inv…

Term Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specifi…

Purchase - Cash Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no Y Alpha-numeric 21 The Reference Number is how TPro and QuickBooks Online know which detail rows belong to the same transaction. The import must be sorted by this column prior to impo…

Business Validation Error: Something This Action Required is no Longer Available. Another User May Have Deleted It

MESSAGE Business Validation Error: Something this action required is no longer available. Another user may have deleted it. Please refresh your screen to see the current information" RESOLUTION This message appears because a list item that Rightworks Transaction Pro Importer is trying to connect cannot be fo…

Root Element is Missing

MESSAGE "Root Element is Missing" RESOLUTION The message appears because Rightworks Transaction Pro Importer is experiencing intermittent issues with the QuickBooks Online Application Programming Interface (API). Please log in to QuickBooks Online, review recent transactions, and re-import any remaining t…

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 apply the Bill Payment to, or an open Invoice for the Customer to apply the Receive Payment to. Ve…

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…

Field to Use on Mapping to Import Location in QuckBooks Online

QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…

Bank Transfer Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. PrivateNote Memo N Alpha-numeric 4000 ToAccount Transfer Funds To Y Alpha-numer…

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