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Concur Employee Expense Reimbursement Import into QBDT
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pr…
Deposit Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 100 Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to import. TxnDa…
Automate Microsoft Access Data Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can a Transaction Pro import that uses a Microsoft Access database file be automated? RESOLUTION Yes, imports that use a Microsoft Access database file as the import file type can be automated. Below are some tips on how to automate the import process once several successful manual imports are have …
Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer
QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file. For more informa…
Compatibility of Rightworks Transaction Pro Products and Newest Version of QuickBooks
QUESTION Is my current version of Rightworks Transaction Pro compatibility with the newest version of QuickBooks Desktop (QBDT)? RESOLUTION Whenever a new version of Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is released, Transaction Pro no longer performs any updates to p…
Allow Online Payment for Imported Invoice
Overview In TPro, certain fields labeled as "AllowIPNPayments" relate to the Intuit Payment Network (IPN) . IPN was previously used for Intuit's Merchant Services. However, this service has been discontinued, and as a result, these fields in TPro are now deprecated and no longer functional. What This Means for T…
Apply Vendor Credits to Bills or Bill Payments - QuickBooks Desktop
QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop.
Specify QuickBooks Template for Transaction
QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified during import, the import defaults to the last tem…
Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
QuickBooks Non US Versions - Tax Implications
NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING. ISSUE As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users who have been using these fields to set GST/PST (Canada) or VAT (UK) will no longer have …
