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Showing articles from Credit Card Statement tag

Use Aliases with Rightworks Transaction Pro Imports for QB Desktop

QUESTION When importing Credit Card Charges, how can the Vendor names on the Credit Card Statement be matched to the Vendor names that already exist in QuickBooks Desktop (QBDT)? ANSWER Rightworks Transaction Pro (TPro) Importer for QBDT has an ALIASES option that allows names to be matched between the impor…

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Desktop Importer - NEW

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18-Oct-2023

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786

Vendor Credits Credit Card Statement Credit Card Credits Credit Card Charges Bills Checks Bank Statement Aliases Importer Import

How to Import PDFs of Bank or Credit Card Statements

ISSUE Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Rightworks Transaction …

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Desktop Importer - NEW

last updated icon

17-Oct-2023

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826

PDF Bank Statement Credit Card Statement Desktop Import

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