To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
Export the Trial Balance Report from QuickBooks Online using Rightworks Transaction Pro Exporter
QUESTION Can the Trial Balance Report be exported with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is now the option to export the Trial Balance report. Below are the steps to export the Trial Balan…
View and Download Billing Invoices from Transaction Pro Subscription
QUESTION How can the billing invoices from a Transaction Pro subscription for QuickBooks Online be viewed and downloaded? RESOLUTION To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. Click MANAGE for the subscription that you wish to view i…
Import Credit Card Charges into QuickBooks Online
QUESTION What are some helpful tips to know when importing Credit Card Charges into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Credit Card Charges into QuickBooks Online using Importe…
Special Characters in Account Names in QuickBooks Online
QUESTION Will Rightworks Transaction Pro Importer import account names with special characters? RESOLUTION QuickBooks does not allow non-ASCII characters in list names. For more information about acceptable characters that can be used in QuickBooks Online, please refer to this Intuit ARTICLE .
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
Time Activities - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
Import Purchase Orders into QuickBooks Online
Below is a screenshot of the Purchase Order screen in QuickBooks Online to help you get started. Please review the screenshot to ensure all available fields are noted. The Data Dictionary may also be referenced for Purchase Orders HERE . INSTRUCTIONS 1. Sign in via the Rightworks Transaction Pro online p…
Import Multi-Line Transactions into QuickBooks Online
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION The importer knows how to group multiple lines into the same transaction when importing transactions such as Invoices, Bills, Journal Entries, etc…
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 R…
Valid Values for Tax Exemption Reason for Customer Import into QuickBooks Online
Value For Exemption Reason 1 Federal government 2 State government 3 Local government 4 Tribal government 5 Charitable organization 6 Religious organization 7 Educational organization 8 Hospital 9 Resale 10 Direct pay permit 11 Multiple points of use 12 Direct mail 13 …
