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Showing articles from Import tag

Purchase Order Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber   Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be so…

Class 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 100 To import Class as a Sub-Class of another Class, use format Class:Sub-Class

Can Attachments be Imported into QuickBooks Online?

QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Online? RESOLUTION Importer cannot import attachments into QuickBooks Online at this time.

Invalid Account Specified in the APAccount column

MESSAGE "Invalid Account specified in the APAccount column" when importing Bills. RESOLUTION If using Account Names for the Expense Accounts in the import file, enter the General Ledger Account Name of the Accounts Payable account on the Rightworks Transaction Pro Importer mapping screen in the Default Value…

Blank Transaction Number When Auto Assign Option Selected

ISSUE After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. RESOLUTION If a transaction number is not auto assigned even when the Option to have…

QuickBooks Non US Versions - Tax Implications

NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING. ISSUE As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users that have been using these fields to set GST/PST (Canada) or VAT (UK) will not longer hav…

Create New Name During Journal Entry Import

QUESTION How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? RESOLUTION By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer …

Refund Receipt Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Refund Receipt no Y Alpha-numeric 21 The Reference Number is the Refund Receipt Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. I…

String Length Specified Does Not Match the Supported Length

MESSAGE "String length specified does not match the supported length" RESOLUTION This message appears because some of the data in the import file exceeds the maximum length allowed by QuickBooks Online. Edit the data in the import file so that it is a shorter length. For more information about maximum cha…

Can Memorized Transactions Be Imported into QuickBooks Online?

QUESTION Can Memorized Transactions be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QuickBooks Online using Importer. A workaround is to use Importer to create these recurring transactions instead …

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