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Export Customer Open Invoices
QUESTION How can a balance for a customer be exported? RESOLUTION When using Rightworks Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTIO…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
Invoice Import Error: WriteInvoice Subscript Out of Range
ISSUE When importing Invoice into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a Write Invoice error appears stating SUBSCRIPT OUT OF RANGE. The Invoice Import will complete, but the error appears for each Invoice during the import. RESOLUTION The issue is the result of a value be…
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION In QuickBooks Online , Intuit does not allow a GL Account to be used on sales…
Link Invoices to Sales Order When Importing
QUESTION How can an open Sales Order be linked to an Invoice during import? RESOLUTION Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be ta…
View and Download Billing Invoices from Transaction Pro Subscription
QUESTION How can the billing invoices from a Rightworks 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 wis…
JOOR Sales Transaction Invoice Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as an Invoice using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Invoice Import. After downloading your order file from JOOR, log into QBDT. QB…
Powerful e‐Commerce Features Available for QuickBooks Sales Imports
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within RightworksTransaction Pro Importer for QuickBooks Desktop (QBDT), a whole …
Sales Tax Code Does not Exist Error when Importing Invoices into QuickBooks Desktop
ISSUE Sales Tax Code Does not Exist Error when Importing Invoices RESOLUTION To resolve, unmap the Sales Tax Item field and only map the Sales Tax Code field. It will pull the Sales Tax Item set up for the Customer automatically.
Import Invoices into QuickBooks Online
Some of the most common uses for an Invoice import are listed below: * Importing Invoice transactions from another industry specific invoicing application. * Importing Invoice transactions from a Point of Sales (POS) system. * Importing monthly or daily activity from another accounting system. Below are some Ti…
