This knowledge base article will document many of the common error messages that users may receive when using Transaction Pro Importer 5.0 /6.0 ("TPI") for QuickBooks. Please note this is a work in progress and we will continue to add to this Knowledge Base Article.
If you are having difficulties starting Transaction Pro Importer 5.0/6.0 and/or connecting to your QuickBooks company file please review this support forum topic
This article will be broken down into the various pages within Transaction Pro that you might receive error messages.
After selecting the Next Button on the File Contents Screen
Error: Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file.
Description/Resolution: TPI remembers that last map used for the import type that you selected on the first screen of TPI. So you will receive this message under the following circumstances:
- If this is the first time that you are doing an import for an import type and are not using the sample import files that come pre-installed with Quickbooks, TPI by default pulls up the sample map that matches the sample import file and since you have not pulled up the sample import file the file headers on our import file are not matching those in the sample import file thus you are receiving this error.
- You select an import file that does not have the same file headers as from the last time you did the import.
Next steps to take:
- Click the OK button and create the map for this import file on the mapping screen.
- If this is recurring import go back to the first screen of TPI and make sure you have selected the correct import file and type and that the file headers in your import file match those from your prior import.
After selecting the Next Button on the Mapping Screen
Error: Some required fields are missing values . All required fields must have a value before exporting to QuickBooks.
Description/Resolution: Select the OK button and you will see any rows that are missing data are bolded. Then scroll to the right to look for any cells high lighted in yellow. These yellow cells represent data that either needs to be added or corrected pre-import.
Error: No XREF for this customer/vendor/employee
Description/Resolution: If your import file contains names and not numbers you incorrectly enabled an option on the options screen on Lookup Name in QuickBooks by QuickBooks when Account Number...
If your import file contains numbers if you receive this error message you either need to add the name and/or number to your QuickBooks company file pre-import or modify your import file.
Error: No XREF for this account.
Description/Resolution: You are receiving this error message because you selected the option on the Advanced Tab under General Ledger Accounts to Cross Reference Description for Account Name and TPI is looking in the description field on the Account in QuickBooks instead of the account and is not finding a match.
Alternatively if you are using account names in your import file make sure you have turned off the QuickBooks preference to enable account numbers as TPI checks to see if you have this preference checked pre-import.
Error: Customer/Vendor/item/Account/Employees do not exist in QuickBooks
Description/Resolution: You are receiving this message because you checked one or more options under list items on the basic options tab to not add a new list item.
If you do what TPI to create new list items return to the first screen of TPI and then select the options button and then on the basic options tab de-select the appropriate option under the list items section.
If you did mean to check this option you either need to add the list item pre-import and/or modify your import file.
After selecting the Finish Button and the Import has started
Error: 0 Transactions must have at least one line item - Make sure an account or item is specfied on at least one transaction line.
If you are using expense accounts make sure you have data mapped to both of the QuickBooks fields, Expenses Account and Expenses Amount.
If you are using items make sure you have data mapped to both of the QuickBooks fields, Items Item and Items Cost.