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Showing articles from Tips and Tricks tag

Import Deposits to QuickBooks Online

QUESTION What are some common uses for a Deposit import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Recording donations from an online web app * Recording daily activity from a Point of Sale (POS) system * Import…

File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Online

QUESTION What file formats are supported to be imported with Rightworks Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? RESOLUTION The following file formats can be imported with Importer into QuickBooks Online: *…

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…

Open up a QuickBooks IIF file in Excel

QUESTION Can a QuickBooks IIF file be opened in Excel? RESOLUTION The following steps allows an IIF file to be opened in Excel. * Save the IIF file locally * Open Microsoft Excel and in Excel, select FILE > OPEN * In the drop down for file type, change to ALL FILES (*.*) * Browse and select the IIF file * When t…

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