QUESTION

Can Checks be made payable to names other than Vendors during import?

RESOLUTION

When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors.

When importing Checks, map the column that contains the names to the QuickBooks field Payee on the Importer mapping screen. Importerwill look for a match in all QBDT name lists. If Importer finds a match, it will add the transaction to that already existing name in QBDT. If Importer does not find a match, a new Vendor will be created in QBDT unless the option DO NOT ADD NEW VENDORS is selected in OPTIONS in Importer.