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Import Multi-Line Transactions into QuickBooks Online
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION The importer knows how to group multiple lines into the same transaction when importing transactions such as Invoices, Bills, Journal Entries, etc…
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 R…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time data be imported into QuickBooks Desktop (QBDT) using the Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can import time activity into QBDT for payroll processing. Refer to this Knowledge Base …
Import Employee Expense Reimbursement Already 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 Check import type. For info…
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…
Import a Trial Balance into QuickBooks Online
QUESTION How can a Trial Balance be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QuickBooks Online is using the Journal Entry import type. NOTE: Any line in the import file that posts to an AR or an AP Account must refere…
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…
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…
Import Bill Payments 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 Bill Payments into QuickBooks Online using Importer. * The followi…
