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Import a Trial Balance into QuickBooks Online
QUESTION How can a Trial Balance be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QuickBooks Online is using the Journal Entry import type. NOTE: Any line in the import file that posts to an AR or an AP Account must refere…
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…
Using Rightworks Transaction Pro Deleter for QuickBooks Online
QUESTION How are list or transactions deleted using Rightworks Transaction Pro Deleter for QuickBooks Online? RESOLUTION To delete using Transaction Pro Deleter for QuickBooks Online: 1. Log in to the Transaction Pro website and click the DELETE icon. 2. On the DATA FILTERS tab, select the list…
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 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 receipt…
Concur AP Invoice (Vendor Bills) Import into QuickBooks Online
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an AP Invoice (Vendor Bills) Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS a…
Import Bill Payments into QuickBooks Online
QUESTION What are some helpful tips to know when importing Bills 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 Bill Payments into QuickBooks Online using Importer. * The followi…
Employee Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr FirstName First name Y Alpha-numeric 50 MiddleName M.I. N Alpha-numeric 1 QuickBooks Online only stores the Middle Initia…
Order to Delete Transactions in QuickBooks Online
QUESTION When deleting transactions with Rightworks Transaction Pro Deleter, in what order should transactions be deleted? RESOLUTION When deleting transactions with Deleter, the related transaction must first be deleted. For example, QuickBooks Online will not allow an Invoice to deleted until the related R…
Change Subscription Plan for Rightworks Transaction Pro Online
QUESTION How can a Rightworks Transaction Pro subscription for QuickBooks Online be changed to a different plan? RESOLUTION To change a Transaction Pro subscription to a different plan, the user will need to have Billing Admin Access. Before changing the subscription, it is best to edit the subscription n…
