QUESTION What are some helpful tips to know when importing Bills into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind regarding the most common issues that occur when importing Bill Payments into QuickBooks Online with Importer. * The fol…
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Journal no. Y Alpha-numeric 21 The Reference Number is the assigned Journal Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Impor…
When importing a Chart of Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, the types listed below are the only valid Account and Sub-Account (Detail) types currently available to be used with Importer. NOTE : There are no spaces between the words for the Account Types or Sub-Account Types…
QUESTION When deleting transactions with Rightworks Transaction Pro Deleter, what is the order that transactions should be deleted? RESOLUTION When deleting transactions with Deleter, the related transaction must first be deleted. For example, QuickBooks Online will not allow an Invoice to deleted until the …
QUESTION How can a Rightworks Transaction Pro subscription for QuickBooks Online be changed to a different plan? RESOLUTION To change a Transaction Pro subscription to a different plan, the user will need to have Billing Admin Access. Before changing the subscription, it is best to edit the subscription n…
QUESTION How can the Payment Method on a Rightworks Transaction Pro subscription for QuickBooks Online be updated? RESOLUTION To change or update a payment method for a Transaction Pro Online subscription, the user will need to have Billing Admin Access. Click on MANAGE. Then click UPDATE PAYMENT METHOD. …
QUESTION What are my support options? RESOLUTION At Rightworks Transaction Pro, your success is our top priority. Our eager team is available to offer top-notch support for any technical or sales queries. Connect with us Monday to Friday, from 9 AM to 9 PM ET: * Live Chat: Simply click the chat icon in t…
QUESTION What Options are available to be used when importing using Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow. To access all the Options, on the Preview and Im…
Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some Ti…
QUESTION Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Custom Fields can be imported into QuickBooks Online using Importer. * Note: Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API. …