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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…
Desktop Data Dictionary: How Should My Data Be Mapped?
QUESTION How I should my data be mapped when importing into QuickBooks Desktop (QBDT)? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Rightworks Transaction Pro Importer into QBDT, as well as the available and required fields for each import type.…
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…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Online
QUESTION If importing Sub-Levels for Customers, Vendors, Classes, Products and Services, or Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, how do they need to be formatted? RESOLUTION Format for Customers If the Customer import file contains Sub-Customers, both the main Custome…
Incorrect Date Issue for Mac Users
ISSUE When importing with Transaction Pro Importer on a Mac computer, the dates import incorrectly. RESOLUTION Check to make sure that the 1904 date format is not turned on in Excel. If it is, it will cause dates to shift by 1462 days. The Excel setting is in different places depending on the Office versi…
Options Available in Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What Options are available to be used when importing using Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow. To access all the Options, on the Preview and Im…
QuickBooks found an error when parsing the provided XML text stream
ISSUE QuickBooks found an error when parsing the provided XML text stream RESOLUTION If you are receiving this error AFTER mapping your data and clicking import, it is usually caused by one of the three items below. Please review the import file for these items. * Import data includes special characters …
Automate Rightworks Transaction Pro Import for QuickBooks Desktop
QUESTION Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users who would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. The…
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.
JOOR Sales Transaction Estimate Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Estimate using Transaction Pro Importer. After downloading your sales file from JOOR , log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE: Select ESTIMATES as your import type by clicking …
