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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…
Supported Currencies in QuickBooks Online
List of supported currencies in QuickBooks Online when importing with Rightworks Transaction Pro. Currency Currency AED UAE Dirham LKR Sri Lankan Rupee AFN Afghan Afghani LRD Liberian Dollar ALL Albanian Lek LSL Lesotho Loti AMD Armenian Dram LTC Litecoin ANG Dutch Guilder …
Import Employee Expense Reimbursement to be 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 Bill import type. For infor…
Questions about Demo Version of Rightworks Transaction Pro for QuickBooks Desktop
How do I obtain the free demo? Go to Transaction Pro Website and click the TRY IT FREE button and select QUICKBOOKS DESKTOP. Once the installation file downloads, install and then launch the program. Enter your name and email address to begin your trial. What are the limitations of the free demo? The trial…
Import Multi-Line Transactions into QuickBooks Desktop
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipts, Bills, …
Import Employee Expense Reimbursement Already Paid into QuickBooks Online
Employee Expense Reimbursements may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Expense or Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For i…
Let QuickBooks Online Assign the Next Transaction Number during Import
QUESTION How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? RESOLUTION If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequence…
How to Tell if QuickBooks Online is Set Up as Automatic Sales Tax or Manual Sales Tax
QUESTION What is the easiest way to tell if a QuickBooks Online company is set to automatic or manual tax? RESOLUTION The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox followe…
Entering Discount When Receiving Payments
QUESTION How is a discount entered when importing Receive Payments? RESOLUTION The amount mapped to the Discount Amount field must be expressed as a positive value. The Discount Account field needs to be the lowest sub-account number or sub-account name of the General Ledger account.
Import Bills into QuickBooks Online
QUESTION What are some helpful tips to know when importing Bills into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Bills into QuickBooks Online using Importer. * When importing a Bi…
