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Import Employee Expense Reimbursement to be Paid into QuickBooks Online
Employee Expense Reimbursements may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Expense or Check import type, if the reimbursement has already occurred. This article discusses importing as a Bill import type. For in…
Import Journal Entries into QuickBooks Online
QUESTION What are some common uses for a Journal Entry import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Importing Payroll Data after each payroll * Importing Daily Sales from a Point of Sale (POS) Syste…
JOOR Sales Transaction Estimate Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Estimate using Transaction Pro Importer. After downloading your sales file from JOOR , log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE: Select ESTIMATES as your import type by clicking …
Entering Discount When Receiving Payments
QUESTION How is a discount entered when importing Receive Payments? RESOLUTION The amount mapped to the Discount Amount field needs to be expressed as a positive amount. The Discount Account field needs to be the lowest sub-account number or sub-account name of the General Ledger account.
Connect Rightworks Transaction Pro to QuickBooks Desktop
QUESTION How do you connect Rightworks Transaction Pro to a QuickBooks Desktop company file? COMMON SCENARIO Upon initial installation of Transaction Pro, the software must be connected to the QuickBooks company file that you wish to use it for. If Transaction Pro will be used with multiple QBDT compa…
Common Issues Importing Products & Services into QuickBooks Online
COMMON ISSUE RESOLUTION Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request Income Account is required on all Types. Expense Account is required for type Inventory. Expense Account is required for type NonInventory and Service if values are imported for Purchase Description…
New Products and Services Setup in QuickBooks Online with Uncategorized Income or Uncategorized Expense
QUESTION Why do new Products and Services that set up during an import into QuickBooks Online set up with the Accounts of Uncategorized Income or Uncategorized Expense? RESOLUTION If a Products and Services in an import does not already exist in QuickBooks Online, Transaction Pro Importer will create the mis…
Color Scheme Path Not Found
MESSAGE Path not found for color schemes RESOLUTION Download the appropriate (version 6 or version 7) attached zip file (found on the right-hand side of this article) and extract the files into the following location: VERSION 6.0 C:\Users\(your user name)\Documents\01 Transaction Pro Importer 6.0\Color Sch…
Import Refund Receipts into QuickBooks Online
QUESTION How can a Refund Receipt be imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION Refund Receipts can be imported into QuickBooks Online using Importer. A Refund Receipt is a posting transaction that is used when reimbursing a customer's money. Some important formatting consi…
Rightworks Transaction Pro Importer Command Line Codes
Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
