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Target is Not Reimbursable in QuickBooks Online
MESSAGE "Target is not Reimbursable" RESOLUTION This message appears because in Rightworks Transaction Pro Importer, the Bill import or the Check import has either the field ExpenseBillableStatus or LineBillableStatus marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBill…
Special Characters in Account Names
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.
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Rightworks Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export …
Common Issues Importing Terms into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue Valid values are 1 - 31
Use the Default Value Column in Rightworks Transaction Pro Online
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Online. Below are some examples of …
CenterCard Credit Card Import into QuickBooks Online
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select CREDIT CARD CHARGES as you…
Import Accounts Instead of Items on Sales Transactions
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 Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…
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…
Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single-user mode when processing imp…
Inventory Adjustment Not Importing
ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is being imported as a single large transaction (same Reference Number for all rows), a single item not importing will cause the entire import to fail.…
