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Showing articles from Tips and Tricks tag

Import Multi-Lined Descriptions

QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…

File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION What file formats are supported to be imported with Rightworks Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? RESOLUTION The following file formats can be imported with Importer into QuickBooks Online: *…

Import Checks into QuickBooks Online

QUESTION What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billing…

Open up a QuickBooks IIF file in Excel

QUESTION Can a QuickBooks IIF file be opened in Excel? RESOLUTION The following steps allows an IIF file to be opened in Excel. * Save the IIF file locally * Open Microsoft Excel and in Excel, select FILE > OPEN * In the drop down for file type, change to ALL FILES (*.*) * Browse and select the IIF file * When t…

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