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How to Tell if QuickBooks Online is Set Up as Automatic Sales Tax or Manual Sales Tax
QUESTION What is the easiest way to tell if a QuickBooks Online company is set to automatic or manual tax? RESOLUTION The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox followe…
Common Issues Importing Chart of Accounts into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Account Type See this article for valid Account Types Invalid Account SubType See this article for valid Account SubTypes (Detail Type). Valid Account SubTypes depend on the Account Type. Wrong Currency Imports Multi-currency not turned on in QuickBooks O…
Incorrect Date Issue for Mac Users
ISSUE When importing with Transaction Pro Importer on a Mac computer, the dates import incorrectly. RESOLUTION Check to make sure that the 1904 date format is not turned on in Excel. If it is, it will cause dates to shift by 1462 days. The Excel setting is in different places depending on the Office versi…
Update or Add Payment Method to Rightworks Transaction Pro Online Subscription
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 .…
Order to Import Transactions into QuickBooks Online
QUESTION What order do lists and transactions need to be imported into QuickBooks Online? RESOLUTION When importing lists and transactions into QuickBooks Online with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into Qu…
Import Refund Receipts into QuickBooks Online
QUESTION How can a Refund Receipt be imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION Refund Receipts can be imported into QuickBooks Online using Importer. A Refund Receipt is a posting transaction that is used when reimbursing a customer's money. Some important formatting consi…
Options Available in Rightworks Transaction Pro Importer for QuickBooks Online
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…
Transactions and Lists that Can Be Deleted from QuickBooks Online using Deleter
Below is a listing of all the supported transactions and lists that can be deleted from QuickBooks Online: * Accounts * Bills * Bill Payments * Credit Memos * Customers * Deposits * Estimates * Expenses * Invoices * Items * Journal Entries * Purchased Order * Receive Payments * Refund Receipts * Sales…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Online
QUESTION If importing Sub-Levels for Customers, Vendors, Classes, Products and Services, or Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, how do they need to be formatted? RESOLUTION Format for Customers If the Customer import file contains Sub-Customers, both the main Custome…
Import Employee Expense Reimbursement to be Paid into QuickBooks Online
Employee Expense Reimbursements may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Expense or Check import type, if the reimbursement has already occurred. This article discusses importing as a Bill import type. For in…
