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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…
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…
Import Employee Expense Reimbursement to be 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 Bill import type. For in…
Useful Excel Formulas and Tips to Use with Imports and Exports
Rightworks Transaction Pro Importer and Transaction Pro Exporter both support the use of Excel files. Below are some tips and common features that can be used with Excel import or export files: * Drop Down Lists: This can be helpful when having users do data entry and want to be sure that a valid customer, it…
Import Custom Fields on Transactions and List Items in QuickBooks Desktop
QUESTION How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? RESOLUTION Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in the Importer. Below is how to activate this Option. * On the first screen of Importer, sele…
New Products and Services Setup in QuickBooks Online with Uncategorized Income or Uncategorized Expense
QUESTION Why do new Products and Services that set up during an import into QuickBooks Online set up with the Accounts of Uncategorized Income or Uncategorized Expense? RESOLUTION If a Products and Services in an import does not already exist in QuickBooks Online, Transaction Pro Importer will create the mis…
Common Issues Importing Products & Services into QuickBooks Online
COMMON ISSUE RESOLUTION Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request Income Account is required on all Types. Expense Account is required for type Inventory. Expense Account is required for type NonInventory and Service if values are imported for Purchase Description…
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of I…
Receive Payment Imports into QuickBooks Desktop
This article will point out many options that are available within Rightworks Transaction Pro Importer to use when importing Receive Payments into QuickBooks Desktop (QBDT). The options that will be explained are: * Customer Account Number Cross Reference * Command Line to Apply a Payment to Multiple Invoices…
Move Rightworks Transaction Pro to New Computer
QUESTION How can Rightworks Transaction Pro be moved to a new computer or server? RESOLUTION Version 8 With Version 8, there is no deactivation required. Download Version 8 on the new machine using the TPro_V8 installation file attached to the link below. Once installed, click on I HAVE A LICENSE and ente…
