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Showing articles from Tips and Tricks tag

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: Prod…

Import Checks into QuickBooks Online

QUESTION What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billing…

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 Com…

Open up a QuickBooks IIF file in Excel

QUESTION Can a QuickBooks IIF file be opened in Excel? RESOLUTION The following steps allow an IIF file to be opened in Excel. * Save the IIF file locally * In Microsoft Excel, go to  File  and select  Open . * In the  File type  dropdown, select  All Files . * Select the IIF file you want to edit, then select  O…

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