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Creates a New Vendor or Customer When One Already Exists in QuickBooks Online
ISSUE When a Vendor or Customer name already exists, Rightworks Transaction Pro Importer creates a new name in QuickBooks Online. RESOLUTION Importer does a match based upon what is in the Display Name field in the Vendor or Customer setup in QuickBooks Online. Make sure the values in the import file matches…
Display Screen is Not Displaying Correctly or is Hard to Read
ISSUE Rightworks Transaction Pro Importer display screen is not displaying properly, is hard to read, or has lines running through it. RESOLUTION It could be the result of not having the MS San Serif font installed on the computer. Please review this Microsoft knowledge base article: APPLICATION FONT ISSUES…
Import Checks To Be Printed into QuickBooks Online
QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of Checks? RESOLUTION When importing Checks with Rightworks Transaction Pro Importer into QuickBooks Online, there is a field entitled ToBePrinted as part of a Check import map. The valid options are NotSet, NeedToPr…
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…
Bill Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no. 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 mu…
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…
Invoice Import Error: WriteInvoice Subscript Out of Range
ISSUE When importing an Invoice into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a Write Invoice error appears stating SUBSCRIPT OUT OF RANGE. The Invoice Import will complete, but the error appears for each Invoice during the import. RESOLUTION The issue is caused by a value bei…
Check Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no 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 m…
Target is Not Reimbursable
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 Expenses Billable or Items Billable marked as Y. However, a value is not mapped to Expenses Customer or Items Customer. If a transac…
Credit Card Charge 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 Charge Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…
