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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…
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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…
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Import Employee Expense Reimbursement to be Paid
Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Bill import type. For infor…
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Import Bills 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 Bills into QuickBooks Online using Importer. * When importing a Bi…
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Import Employee Expense Reimbursement to be Paid into QuickBooks Online
Employee Expense Reimbursements may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Expense or Check import type, if the reimbursement has already occurred. This article discusses importing as a Bill import type. For in…
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Duplicate Document Number Message
MESSAGE "Duplicate Document Number Error : You must specify a different number. This number has already been used." RESOLUTION The message appears because a transaction already exists in QuickBooks Online with this number. In order to allow QuickBooks Online to use duplicate numbers, the following changes…
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Check or Bill Import: Required Parameter Line is Missing in the Request
MESSAGE "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online. RESOLUTION If importing Checks or Bills into QuickBooks Online, the data needs to be mapped to one of this two scenarios: * Products and Services: LineItem and LineAmount: Data must be map…
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Transactions Must Have At Least One Line Item - Make Sure an Account or Item is Specified on At Least One Transaction Line
MESSAGE "Transactions must have at least one line item - Make sure an account or item is specified on at least one transaction line" RESOLUTION For the transaction types listed below, QuickBooks provides the option to use either Expense Accounts or Items on the transaction. * Bills * Checks * Credit Ca…
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Import Item Receipts with Bills
QUESTION Is there a way to import both the Item Receipt and the Vendor Bill at the same time? RESOLUTION Yes, both transactions can be imported at the same time into QuickBooks Desktop (QBDT) using Transaction Pro Importer by using the Import Type ITEM RECEIPT W/BILL. As an additional bonus, if the Purcha…
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Import Expenses into QuickBooks Online
QUESTION What is the best import type to use to import expenses into QuickBooks Online? RESOLUTION Oftentimes, users will have an Excel listing of expenses to import into QuickBooks Online, but are unsure as to which import type to select. Below are the different import types to consider selecting and how…
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