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Customer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr Company Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 …
Upgrade to Newest Version of Rightworks Transaction Pro Importer
Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Importer. Step 1: Make a note of any options that have been selected. Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen o…
Concur Employee Expense Reimbursement Import into QBDT
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pr…
Automate Microsoft Access Data Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can a Transaction Pro import that uses a Microsoft Access database file be automated? RESOLUTION Yes, imports that use a Microsoft Access database file as the import file type can be automated. Below are some tips on how to automate the import process once several successful manual imports are have …
Create a New QuickBooks Company File using Transaction Pro Importer
QUESTION Can I use Rightworks Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? RESOLUTION Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please …
How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…
Import Journal Entries from Payroll Providers with Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION How can an IIF file from a Payroll Provider be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Most Payroll Providers provide an IIF file for importing Payroll data into QuickBooks. However, QuickBooks Online does not allow IIF files to be imported, as these file…
Clean Up QuickBooks Company File for New Year using Rightworks Transaction Pro Products
QUESTION How can Rightworks Transaction Pro be used to clean up a QuickBooks company file for the New Year? RESOLUTION Below are some examples on how to utilize Transaction Pro Importer, Transaction Pro Exporter, and Transaction Pro Deleter to start off the new year with a cleaner QuickBooks Desktop (QBDT) c…
Auto Assign Transaction Numbers - QuickBooks Desktop
QUESTION How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? RESOLUTION On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUI…
Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer
QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file. For more informa…
