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Showing articles from Import tag

Import Classes on QuickBooks Desktop Transactions

QUESTION Can Classes be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer on a transaction? RESOLUTION If the option to use Classes has been selected in QBDT Company Preferences under Accounting, then the Class field will be available in Importer to include on imported transact…

Bank Statement Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date (Deposit) Payment date (Check)   N Date N/A If no date is imported, transaction will be dated the day of the import. PrivateNote Memo (Deposit) Memo (Check) N Alpha…

Three Quick Steps to Eliminate Manual Data Entry to QuickBooks

Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. Step 1: Identify where manual data entry is being done Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time…

Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop

QUESTION Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? RESOLUTION Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These optio…

Expensify Expense Reports Bill Import into QBDT

The following are instructions for importing  Expensify  Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from  Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…

You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online

MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items on the transaction can be a negative amount, but the total amount needs to be zero or greater. If less z…

Credit Card Charge Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref No Y Alpha-numeric 21 The Reference Number is the Credit Card Charge Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…

Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data

MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…

Sales Receipt Import Fields for Rightworks Transaction Pro Online

TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Sales Receipt no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mu…

Concur Credit Card Import into QuickBooks Desktop

The following are instructions for importing the  Concur  Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  Concur , log into Transaction Pro and select to IMPORT. Once Importer opens, select the file to import into QBDT…

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