To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
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 …
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…
How to Import PDFs of Bank or Credit Card Statements
ISSUE Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data needs to be imported that is not available to download from the financial institution's website in one of Rightworks Transaction P…
Check or Bill Import: Required Parameter Line is Missing in the Request
MESSAGE "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online. RESOLUTION If importing Checks or Bills into QuickBooks Online, the data needs to be mapped to one of this two scenarios: * Products and Services: LineItem and LineAmount: Data must be map…
Import Custom Fields into QuickBooks Online
QUESTION Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer? RESOLUTION Yes, Custom Fields can be imported into QuickBooks Online using Importer. * Note: Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API. …
Order to Import Transactions into QuickBooks Desktop
QUESTION What order do lists and transactions need to be imported into QuickBooks Desktop? RESOLUTION When importing lists and transactions into QBDT with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into QBDT. This is …
This Feature is Not Included in Your QuickBooks Online Subscription
MESSAGE "We're sorry. This feature is not included in your QuickBooks Online subscription." RESOLUTION This message means that you are trying to import either a field or transaction type that is not included in your current QuickBooks Online subscription. QuickBooks Online has four subscription levels: S…
JOOR Sales Transaction Invoice Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Invoice using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online. Log into Transaction Pro Importer and select to IMPORT. CHOOSE IMPORT TYPE: Select INVOICES as your…
Import Deposits to QuickBooks Online
QUESTION What are some common uses for a Deposit import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Recording donations from an online web app * Recording daily activity from a Point of Sale (POS) system * Import…
File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What file formats are supported to be imported with Rightworks Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? RESOLUTION The following file formats can be imported with Importer into QuickBooks Online: *…
