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Could Not Find Matching Invoice to Apply Payment
ISSUE When importing Receive Payments, Rightworks Transaction Pro Importer failed to find a matching Invoice in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Invoice to Apply Payment" displays on the Transaction Log. RESOLUTION First, make sure th…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/write permi…
Certify Credit Card Import into QuickBooks Online
The following are instructions for importing the Certify Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select CREDIT CARD CHARGES as your im…
Default Sales Tax Code Not Importing with Customer Import into QuickBooks Online
ISSUE When processing a Customer import into QuickBooks Online with Rightworks Transaction Pro Importer, a value is imported for the Default Sales Tax Code. However, the value does not display in QuickBooks Online after import. RESOLUTION If the QuickBooks Online company is setup with the automatic sales…
Import Amazon Sales into QuickBooks
ISSUE The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. RESOLUTION In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Amazon…
Can Memorized Transactions Be Imported into QuickBooks Desktop?
QUESTION Can memorized transactions be imported into Quickbooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QBDT using Importer. A workaround is to use Importer to create these recurring transactions instead of us…
QuickBooks Online Report to Show What Was Imported with Rightworks Transaction Pro Importer
QUESTION Is there a report in QuickBooks Online that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QuickBooks Online for reviewing or auditing what has been imported with Importer is the Audit Log report. It is available in QuickBooks Online unde…
Sales Receipt Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Sales Receipt no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mu…
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…
Import Cash Purchases into QuickBooks Online
QUESTION What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anoth…
