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Import a Trial Balance into QuickBooks Online
QUESTION How can a Trial Balance be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QuickBooks Online is with the import type Journal Entry. NOTE: Any line in the import file that posts to an AR or an AP Account must referen…
Indicated Object Failed Validation
MESSAGE "Indicated Object Failed Validation" RESOLUTION When importing a Journal Entry with a debit and credit column, the numbers in both columns must be positive numbers.
Import Bank Statements or Bank Transactions
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import into QBDT with Importer. Below are some formatting i…
Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time information be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can be used to import the time activity into QBDT for payroll processing. Reference thi…
Use the Static Value / Formula Column in Rightworks Transaction Pro Importer
QUESTION How is the Static Value / Formula column used on the mapping screen of Rightworks Transaction Pro Importer? RESOLUTION The Static Value / Formula column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Desktop (QBDT). Below are some examp…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
Order to Import Transactions into QuickBooks Online
QUESTION What order do lists and transactions need to be imported into QuickBooks Online? RESOLUTION When importing lists and transactions into QuickBooks Online with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into Qu…
Update QuickBooks Desktop List with Rightworks Transaction Pro
QUESTION How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? RESOLUTION Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Imp…
Use Aliases with Rightworks Transaction Pro Imports for QB Desktop
QUESTION When importing Credit Card Charges, how can the Vendor names on the Credit Card Statement be matched to the Vendor names that already exist in QuickBooks Desktop (QBDT)? ANSWER Rightworks Transaction Pro (TPro) Importer for QBDT has an ALIASES option that allows names to be matched between the impor…
Bill Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Bill no Y Alpha-numeric 21 The Reference Number is the Bill Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted…
