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Credit Card Credit 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 the Credit Card Credit Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…
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…
Save the Transaction Log for Transactions That Did Not Import
QUESTION How is the Transaction Log saved to show only the transactions that did not import? RESOLUTION Below are the steps to follow to save only the transactions that did not import: * Select the OPTIONS button on the first screen of Rightworks Transaction Pro Importer. * On the BASIC options tab, sel…
Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop
ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). RESOLUTION Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT e…
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 data in the import file exceeds the maximum length allowed in QuickBooks Online. Edit the data in the import file so that it is shorter. For more information about maximum character lengths …
Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup be checked when importing Customers? RESOLUTION When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOMER IS TAX …
Time Activity 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. Name Name Y Alpha-numeric 100 Name can be an Employee Name or a Vendor Name (Contrac…
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 …
Common Issues Importing Vendors into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. Example: VENDOR:SUB-VENDOR See this article for more info. Wrong Currency Imports Multi-currency not turned on in QuickBooks Onlin…
Certify Credit Card Import into QBDT
The following are instructions for importing the Certify Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE a…
