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Import Undeposited Funds Deposits into QuickBooks Online
QUESTION: How are Deposit imports posted from Undeposited Funds when importing with Rightworks Transaction Pro Importer into QuickBooks Online? RESOLUTION: When importing Deposits into QuickBooks Online with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales …
Export Files from QuickBooks Online using Rightworks Transaction Pro Exporter
QUESTION What types of files can be exported from QuickBooks Online with Rightworks Transaction Pro Exporter, and how is the export performed? RESOLUTION Exporter allows both transactions and lists to be exported from QuickBooks Online with flexible mapping options. Transactions currently supported includ…
Receive Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 31 The Reference Number for this type of import should be unique for each row. TxnDate Payment date N Date N/A If no date is imported, transaction will be date…
Bill Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Bill no Y Alpha-numeric 21 The Reference Number is the Bill Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted…
Import Multi-Line Transactions into QuickBooks Online
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Bills, Journal Entries, et cete…
Concur AP Invoice (Vendor Bills) Import into QuickBooks Online
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an AP Invoice (Vendor Bills) Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS a…
Import Bank Statements into QuickBooks Online
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import type into QuickBooks Online with Importer. Below are some fo…
Journal Entry Import Fields for Rightworks Transaction Pro Online
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…
Import Sales Receipts to QuickBooks Online
QUESTION What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipt…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
