QUESTION Can Rightworks Transaction Pro Importer import attachments into QuickBooks Desktop (QBDT)? RESOLUTION Importer cannot import attachments into QBDT at this time.
QUESTION How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Rightworks Transaction Pro products? RESOLUTION Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. * Use Transaction Pro Exporter to export …
QUESTION How is the Default Value column used on the mapping screen of Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION The Default Value column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Online. Below are some examples of …
In Version 7 of Rigthworks Transaction Pro Importer and Exporter for QuickBooks Desktop (QBDT), the color scheme can be changed. This is a similar feature to what the QB Pro, Premier and Enterprise software allows. When in Importer or Exporter, click the box in the upper right-hand corner that looks like an arrow.…
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Sele…
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
QUESTION How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION Bank Transfers are found in QBDT under the BANKING menu. Below is a screen shot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds transa…
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref No Y Alpha-numeric 21 The Reference Number is the Credit Card Credit Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…
QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop.
QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Importer.