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Showing articles from Customers tag

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…

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…

Customer:Job: XYZ is Duplicated in the QuickBooks File

**MESSAGE** "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. **RESOLUTION** This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) c…

Export Customer Open Invoices

QUESTION How can a balance for a customer be exported? RESOLUTION When using Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTION LINES is uncheck…

Customer Import Fields for Transaction Pro Online

![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 LastName Last name …

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…

Do Not Auto-Create List Items when Importing

**QUESTION** Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QuickBooks Online to not auto- create list items during an import. The list items include: …

Import Checks Made Payable to Names Other Than Vendors

**QUESTION** Can Checks be made payable to names other than Vendors during import? **RESOLUTION** When importing into QuickBooks Desktop (QBDT) with Transaction Pro Importer, Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the column that …

Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is Currently Disabled by Preferences.

**MESSAGE** "Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is currently disabled by preferences." **RESOLUTION** This message appears because Customer records have Sales Tax Items assigned to them, but the Sales Tax feature is not turned on in QuickBooks Desktop (QBDT). **Two Options to Res…

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