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Customer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 …
Import Bank Statements into QuickBooks Online
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import type into QuickBooks Online with Importer. Below are some fo…
Create a New QuickBooks Company File using Transaction Pro Importer
QUESTION Can I use Rightworks Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? RESOLUTION Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please …
Rightworks Transaction Pro Desktop Will Not Open
Recent Windows updates may keep your Rightworks Transaction Pro application from launching. Please follow the steps below for either desktop or server to resolve: * Verify that all Windows Updates have been completely installed * Reboot the machine. This is a necessary step, whether for a desktop, laptop, or serve…
Product and Service Import Fields for Rightworks Transaction Pro Online
TYPE: INVENTORY TYPE: NONINVENTORY TYPE: SERVICE TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Product & Service item into a Category, import Category:Name for the Name field. Type Type N …
Advanced Inventory Imports into QuickBooks Enterprise
QUESTION Can Rightworks Transaction Pro Importer import into the additional fields connected with using Advanced Inventory in QuickBooks Enterprise (QBE)? RESOLUTION If using QBE, a subscription to Advanced Inventory can be added that will add the additional features listed below: * FIFO costing * Multi…
Import Sales Receipts to QuickBooks Online
QUESTION What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipt…
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…
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…
Import Undeposited Funds Deposits into QuickBooks Online
QUESTION: How are Deposit imports posted from Undeposited Funds when importing with Rightworks Transaction Pro Importer into QuickBooks Online? RESOLUTION: When importing Deposits into QuickBooks Online with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales …
