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Use Rightworks Transaction Pro in a Remote, Virtual, or Terminal Server Environment
QUESTION Can Rightworks Transaction Pro Importer, Exporter, and Deleter be used in a remote, virtual, or terminal server environment? RESOLUTION Yes, all Transaction Pro products may be used in remote, virtual, or terminal service environments as long as QuickBooks Desktop (QBDT) is loaded and launched from …
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Concur Employee Expense Reimbursement Import into QuickBooks Online
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…
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Bank Statement Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date (Deposit) Payment date (Check) N Date N/A If no date is imported, transaction will be dated the day of the import. PrivateNote Memo (Deposit) Memo (Check) N Alpha…
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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 …
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When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions of how Sales Receipts, Invoices, and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they p…
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Expensify Expense Reports Bill Import into QBDT
The following are instructions for importing Expensify Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…
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Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
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Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
QUESTION How can a sales transaction, such as an Estimate, Invoice, or Sales Receipt, post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION In QuickBooks Online , Intuit does not allow a GL Account to be used on …
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Receive Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 31 The Reference Number for this type of import should be unique for each row. TxnDate Payment date N Date N/A If no date is imported, transaction will be date…
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This Account Period is Closed
MESSAGE "This account period is closed" RESOLUTION The date of the transaction being imported falls before the closing date restriction set in QuickBooks Online. To import, either the date of the transaction to be imported will need to be changed to a later date or the closing date restriction will need to be removed…
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