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Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Rightworks Transaction Pro Importer? **RESOLUTION** In QuickBooks Online, Intuit does not allow a GL Account to be used on sales tr…
Import Accounts Instead of Items on Sales Transactions
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transac…
Estimate Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Estimate no Y Alpha-numeric 21 The Reference Number is the Estimate Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted …
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…
JOOR Sales Transaction Estimate Import into QuickBooks Online
**Below are the instructions to import JOOR sales transactions into QuickBooks Online as an Estimate using Transaction Pro Importer.** After downloading your sales file from [JOOR][1], log into Transaction Pro Importer and select to START IMPORT. ![][2] **CHOOSE IMPORT TYPE:** Select ESTIMATES as your import type b…
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 …
