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Schedule QuickBooks Online Trial Balance Exports Using Rightworks Transaction Pro Exporter
**QUESTION** Can a Trial Balance Report export be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? **RESOLUTION** When exporting the Trial Balance Report from QuickBooks Online with Exporter, there is the option to schedule future exports. The schedule can be one time or recurring. This opt…
Import Purchase Orders into QuickBooks Online
Below is a picture of a Purchase Order screen from QuickBooks Online to help get started. Please review the screenshot to make sure all the fields that are available are noted. The Data Dictionary may also be referenced for Purchase Orders [HERE][1]. ![][2] **INSTRUCTIONS** 1. Sign in via the Rightworks Transaction…
Term Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specified number of d…
Refund Receipt Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Refund Receipt no Y Alpha-numeric 21 The Reference Number is the Refund Receipt Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mus…
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…
Location Import Fields for Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location. [1]: https://hf-files-oregon.s3.amazonaws.com/hdptransactionpro_kb_attachments/2020…
Overpayments on Imported Invoices in QuickBooks Online
**QUESTION** Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? **RESOLUTION** No, QuickBooks Online will make any overpayment a credit on the Customer's account. ![][1] **POSSIBLE WORKAROUND** Use Transaction Pro Exporter to export a list of In…
Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
**QUESTION** How can fees on PayPal transactions be imported? **RESOLUTION** The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pr…
Useful QuickBooks and Rightworks Transaction Pro Terminology Definitions
**QuickBooks Terminology:** * **QBDT or QBD **– This is a short name for QuickBooks Desktop and includes Pro, Premier, and Enterprise. * **QBE** – This is a short name for QuickBooks Enterprise. * **QuickBooks in the Cloud** – This refers to QuickBooks Desktop being hosted on a remote server or QuickBooks Onlin…
Purchase - Cash Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref no Y Alpha-numeric 21 The Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importing. BankA…
