To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
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…
Export the Trial Balance Report from QuickBooks Online using Rightworks Transaction Pro Exporter
QUESTION Can the Trial Balance Report be exported with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is now the option to export the Trial Balance report. Below are the steps to export the Trial Balan…
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 The importer knows how to group multiple lines into the same transaction when importing transactions such as Invoices, Bills, Journal Entries, etc…
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 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 R…
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…
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…
View and Download Billing Invoices from Transaction Pro Subscription
QUESTION How can the billing invoices from a Transaction Pro subscription for QuickBooks Online be viewed and downloaded? RESOLUTION To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. Click MANAGE for the subscription that you wish to view i…
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…
