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Print Components of Group Item on Imported Transaction
**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components p…
Import Amazon Sales into QuickBooks
**ISSUE** The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. **RESOLUTION** In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the the e-Commerce option, which will add these additional fields to the mapping screen. **ISSUE** A…
Import Accounts Instead of Items on Sales Transactions
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transac…
Sales Receipt Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Sales Receipt no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sor…
Customer or Vendor File is Being Updated with Address in Import File
**ISSUE** When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Chec…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
**QUESTION** What import types that should be used when importing sales into QuickBooks? **RESOLUTION** Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. **QuickBooks Sales Receipts** Sales Receipt should be selected as an import type when the Customers pay at the same tim…
Import Sales Receipts to QuickBooks Online
**QUESTION** What are some of the common uses for a Sales Receipt into QuickBooks Online with Rightworks Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receip…
Import Undeposited Funds Deposits into QuickBooks Online
**QUESTION:** How are Deposit imports posted from Undeposited Funds when importing with Rightworks Transaction Pro Importer into QuickBooks Online? **RESOLUTION:** When importing Deposits into QuickBooks Online with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales …
JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop
**Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt using Rightworks Transaction Pro Importer .** **A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Receipt Import** After downloading your order file from JOOR,…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as …
