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Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options ar…
Helpful QuickBooks Keyboard Shortcuts
There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Rightworks Transaction Pro Importer users. **F2 Function Key for Windows / COMMAND + 1 for Mac: Pro…
Import Fees on PayPal Transactions with Rightworks Transaction Pro Importer for QuickBooks Online
**QUESTION** How can fees on PayPal transactions be imported? **RESOLUTION** The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Rightworks Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Pr…
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 Comp…
Import Cash Purchases into QuickBooks Online
**QUESTION** What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anot…
Use Deleter to Reduce QuickBooks Company File Size
**QUESTION** How can Rightworks Transaction Pro Deleter be used to reduce a QuickBooks Desktop (QBDT) company file size? **RESOLUTION** Deleter can be used to remove unneeded transactions, but it can also be used to reduce ever growing QB data file sizes. After deleting the transactions, these additional steps nee…
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 receip…
Three Quick Steps to Eliminate Manual Data Entry to QuickBooks
Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. **Step 1: Identify where manual data entry is being done** Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time …
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 regarding the most common issues that occur when importing Credit Card Charges into QuickBooks Online with Im…
Clean Up QuickBooks Company File for New Year using Rightworks Transaction Pro Products
**QUESTION** How can Rightworks Transaction Pro be used to clean up a QuickBooks company file for the New Year? **RESOLUTION** Below are some examples on how to utilize Transaction Pro Importer, Transaction Pro Exporter, and Transaction Pro Deleter to start off the new year with a cleaner QuickBooks Desktop (QBDT) …
