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Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time data be imported into QuickBooks Desktop (QBDT) using the Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can import time activity into QBDT for payroll processing. Refer to this Knowledge Base …
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Import Sales Receipts to QuickBooks Online
QUESTION What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipt…
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 using the Journal Entry import type. NOTE: Any line in the import file that posts to an AR or an AP Account must refere…
Valid Values for Tax Exemption Reason for Customer Import into QuickBooks Online
Value For Exemption Reason 1 Federal government 2 State government 3 Local government 4 Tribal government 5 Charitable organization 6 Religious organization 7 Educational organization 8 Hospital 9 Resale 10 Direct pay permit 11 Multiple points of use 12 Direct mail 13 …
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…
Concur AP Invoice (Vendor Bills) Import into QuickBooks Online
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an AP Invoice (Vendor Bills) Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS a…
JOOR Sales Transaction Invoice Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as an Invoice using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Invoice Import. After downloading your order file from JOOR, log into QBDT. QB…
Error Validating Invalid Double
MESSAGE "Error validating Invalid double:" when importing Time Activities into QuickBooks Online RESOLUTION Verify the following: * If importing billable time into QuickBooks Online, be sure to have an import column with a Y mapped to BillableStatus or enter a Y for the Default Value column. * If import…
Import Employee Expense Reimbursement Already Paid
Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For info…
