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File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Desktop
QUESTION What file formats can be imported using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT)? RESOLUTION Below is a list of different file formats that will work with Importer to import into QBDT: * Excel files (all formats are supported from Office 2003 and forward including Offic…
Import Checks into QuickBooks Online
QUESTION What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billing…
Import Item Receipts with Bills
QUESTION Is there a way to import both the Item Receipt and the Vendor Bill at the same time? RESOLUTION Yes, both transactions can be imported at the same time into QuickBooks Desktop (QBDT) using Transaction Pro Importer by using the Import Type ITEM RECEIPT W/BILL. As an additional bonus, if the Purcha…
Transactions Must Have At Least One Line Item - Make Sure an Account or Item is Specified on At Least One Transaction Line
MESSAGE "Transactions must have at least one line item - Make sure an account or item is specified on at least one transaction line" RESOLUTION For the transaction types listed below, QuickBooks gives the option of using either Expense Accounts or Items on the transaction. * Bills * Checks * Credit Car…
Online Data Dictionary: How Should My Data Be Mapped?
QUESTION How I should my data be mapped when importing into QuickBooks Online? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Transaction Pro Importer into QuickBooks Online, as well as the available and required fields for each import type. Pleas…
Sample Import Files and Sample Maps for Rightworks Transaction Pro Importer Desktop
Attached below this article is an Excel workbook that contains all Sample Import Files for Rightworks Transaction Pro Importer Desktop. Also attached to the right-hand side of this article is a zip file that contains the Sample Import Maps that coordinate with the Sample Import Files.
Installation Files for Rightworks Transaction Pro Importer
Please find and select the appropriate version below to download and install Rightworks Transaction Pro Importer. These installations files are to be used for already purchased products with activation information. If you need your activation information, please email [email protected] . To download a tr…
Import Accounts to QuickBooks Online with Transaction Pro Importer
QUESTION How is a Chart of Accounts (COA) imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION When importing the COA into QuickBooks Online using Importer, the import file must contain at a minimum the Account Name, the Account Type, and the Account Sub Type. Please access THIS Kn…
Entity Does Not Exist
MESSAGE "Entity does not exist" RESOLUTION When importing a Journal Entry and specifying a name (Customer, Vendor, or Employee), the name must exist in the QuickBooks company file prior to importing.
Import Expenses into QuickBooks Online
QUESTION What is the best import type to use to import expenses into QuickBooks Online? RESOLUTION Often times, users will have an Excel listing of expenses to import into QuickBooks Online but are unsure as to which import type to select. Below are the different import types to consider selecting and how…
