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Showing articles from Vendors tag

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 ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in QuickBook…

Error Validating Employee or Vendor

**MESSAGE** "Error Validating Employee or Vendor" when importing Time Activities. **RESOLUTION** This message appears because an Employee or Vendor in the import file does not already exist in QuickBooks Online. All Employees and Vendors in a Time Activities import file must previously exist in QuickBooks Online pr…

Creates a New Vendor or Customer When One Already Exists in QuickBooks Online

**ISSUE** When a Vendor or Customer name already exists, 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 QuickBook…

Do Not Add Options in Transaction Pro Importer for QuickBooks Desktop

**QUESTION** Is there a way to stop Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? **RESOLUTION** Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These options can be …

Cross-Reference Option for Customers and Vendors

**QUESTION** How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Transaction Pro (TPro) Importer? **RESOLUTION** In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Customer or Ven…

Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop

**ISSUE** When a Vendor or Customer name already exists, 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 exactly (sp…

Create New Name During Journal Entry Import

**QUESTION** How can Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer will be ab…

This Key is Already Associated with an Element in QuickBooks Online

**MESSAGE** "This key is already associated with an element of this collection" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name in t…

Customer or Vendor File is Being Updated with Address in Import File

**ISSUE** When importing Invoices or Sales Receipts with Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Checks with Imp…

Invalid Number: Error: Duplicate Name Exists Error

**MESSAGE** "Invalid Number: Error: Duplicate Name Exists Error" **RESOLUTION** The message appears because a name in the import file is attempting to be added to QuickBooks Online that already exists in another list. The same name cannot be used in multiple lists (Customer, Vendor, or Employee) in QuickBooks Onlin…

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