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Import Custom Fields into QuickBooks Online
**QUESTION** Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer? **RESOLUTION** Yes, Custom Fields can be imported into QuickBooks Online using Importer. ***Note: **Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API…
Powerful e‐Commerce Features Available for QuickBooks Sales Imports
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within RightworksTransaction Pro Importer for QuickBooks Desktop (QBDT), a whole t…
Customer Address Being Cleared on Import
**ISSUE** When importing Invoices or Sales Receipts, the Customer Address is being cleared. **RESOLUTION** Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below). ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/h…
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][1], log into QuickBooks Online. Log into Transaction Pro Importer and select to START IMPORT. ![][2] **CHOOSE IMPORT TYPE**: Selec…
Import Multi-Lined Descriptions
**QUESTION** How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? **RESOLUTION** In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that …
