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Bank Transfer Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date N Date N/A If no date is imported, transaction date will default to the date of the import. PrivateNote Memo N Alpha-numeric 4000 ToAccount Transfer Funds To Y Alpha-numer…
Import Microsoft Access Data Files into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can Microsoft Access files be imported into QuickBooks Desktop using Rightworks Transaction Pro Importer? RESOLUTION Yes, Transaction Pro Importer can import a Microsoft Access database that has the extension .mdb
Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION How can fees on PayPal transactions be imported? RESOLUTION The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pro…
Term Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specifi…
Purchase - Cash Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no Y Alpha-numeric 21 The Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importin…
Target is Not Reimbursable in QuickBooks Online
MESSAGE "Target is not Reimbursable" RESOLUTION This message appears because in Rightworks Transaction Pro Importer, the Bill import or the Check import has either the field ExpenseBillableStatus or LineBillableStatus marked as Y. However, a value (Customer) is not mapped to ExpenseBillableEntity or LineBill…
Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how is the option to Print Later selected? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as…
Use the Default Value Column in Rightworks Transaction Pro Online
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 …
Field to Use on Mapping to Import Location in QuckBooks Online
QUESTION If the Location label name has been changed in QuickBooks Online company settings, what field needs to be used in Rightworks Transaction Pro Importer to import to the updated Location label? RESOLUTION In QuickBooks Online in company settings under categories, the Location label may be changed to an…
Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? RESOLUTION When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOMER I…
