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Find Your QuickBooks Online Company ID
QUESTION How is a QuickBooks Online Company ID number found? RESOLUTION In order to find the correct user and company information, Rightworks Transaction Pro Support may ask for the QuickBooks Online Company ID. Below is a quick and easy way to retrieve this information. Log into the QuickBooks Online Com…
Import Journal Entries into QuickBooks Online
QUESTION What are some common uses for a Journal Entry import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Importing Payroll Data after each payroll * Importing Daily Sales from a Point of Sale (POS) Syste…
Support Options
QUESTION What are my support options? RESOLUTION At Rightworks Transaction Pro, your success is our top priority. Our eager team is available to offer top-notch support for any technical or sales queries. Connect with us Monday to Friday, from 9 AM to 9 PM ET: * Live Chat: Simply click the chat icon in t…
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…
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…
Transactions and Lists that Can Be Deleted from QuickBooks Online using Deleter
Below is a listing of all the supported transactions and lists that can be deleted from QuickBooks Online: * Accounts * Bills * Bill Payments * Credit Memos * Customers * Deposits * Estimates * Expenses * Invoices * Items * Journal Entries * Purchased Order * Receive Payments * Refund Receipts * Sales…
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…
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…
Import Refund Receipts into QuickBooks Online
QUESTION How can a Refund Receipt be imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION Refund Receipts can be imported into QuickBooks Online using Importer. A Refund Receipt is a posting transaction that is used when reimbursing a customer's money. Some important formatting consi…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Online
Below are the instructions to import JOOR sales transactions into QuickBooks Online as a Sales Receipt using Transaction Pro Importer. After downloading your sales file from JOOR , log into QuickBooks Online . Log into Transaction Pro Importer and select to START IMPORT. CHOOSE IMPORT TYPE : Select SAL…
