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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…
Using Rightworks Transaction Pro Deleter for QuickBooks Online
QUESTION How are list or transactions deleted using Rightworks Transaction Pro Deleter for QuickBooks Online? RESOLUTION To delete using Transaction Pro Deleter for QuickBooks Online: 1. Log in to the Transaction Pro website and click the DELETE icon. 2. On the DATA FILTERS tab, select the list…
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…
Connect QuickBooks Online Accountant to Rightworks Transaction Pro
QUESTION How do I connect Rightworks Transaction Pro to a client's QuickBooks Online if I am using the QuickBooks Online Accountant version? RESOLUTION Connecting a QuickBooks Online company to Transaction Pro through a QuickBooks Online Accountant version is the same as connecting directly to a QuickBooks O…
Time Activities - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
Valid Values for Tax Exemption Reason for Customer Import into QuickBooks Online
Value For Exemption Reason 1 Federal government 2 State government 3 Local government 4 Tribal government 5 Charitable organization 6 Religious organization 7 Educational organization 8 Hospital 9 Resale 10 Direct pay permit 11 Multiple points of use 12 Direct mail 13 …
Import Bill Payments into QuickBooks Online
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 for the most common issues encountered when importing Bill Payments into QuickBooks Online using Importer. * The followi…
This Account Period is Closed
MESSAGE "This account period is closed" RESOLUTION The date of the transaction being imported falls before the closing date restriction set in QuickBooks Online. To import, either the date of the transaction to be imported will need to be changed to a later date or the closing date restriction will need to be removed…
Change Subscription Plan for Rightworks Transaction Pro Online
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…
Order to Delete Transactions in QuickBooks Online
QUESTION When deleting transactions with Rightworks Transaction Pro Deleter, in what order should transactions 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 related R…
