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Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
JOOR Sales Transaction Sales Order Import into QBDT
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Order Import. After downloading your order file from JOOR, log into …
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…
Specify QuickBooks Template for Transaction
QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the las…
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…
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 to use to review or audit what as been imported with Importer is the Audit Log report. It is found in QuickBooks Online under the …
Import Bank Transfers to QuickBooks
QUESTION How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION Bank Transfers are found in QBDT under the BANKING menu. Below is a screen shot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds transa…
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 Report to Show What Was Imported
QUESTION Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QBDT to use to review or audit what as been imported with Importer is the Audit Trail report. It is found in QBDT under the REPORTS > ACCOUNTANT…
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…
