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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…
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 Online. * Company…
Product and Service Import Fields for Rightworks Transaction Pro Online
TYPE: INVENTORY TYPE: NONINVENTORY TYPE: SERVICE TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import a Product & Service item into a Category, import Category: Name for the Name field. Type Type N …
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items in the transaction can have negative amounts, but the total must be zero or greater. If less zero, the t…
How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…
Schedule QuickBooks Online Exports Using Rightworks Transaction Pro Exporter
QUESTION Can exports be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is the option to configure and schedule the exports. The schedule can be one time or recurring. This option allows the…
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 .
Export Files from QuickBooks Online using Rightworks Transaction Pro Exporter
QUESTION What types of files can be exported from QuickBooks Online with Rightworks Transaction Pro Exporter, and how is the export performed? RESOLUTION Exporter allows exporting both transactions and lists from QuickBooks Online with flexible mapping options. Transactions currently supported include: …
Receive Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 31 The Reference Number for this type of import should be unique for each row. TxnDate Payment date N Date N/A If no date is imported, transaction will be date…
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…
