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Showing articles from Options tag

Rightworks Transaction Pro Importer Command Line Codes

Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …

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).

Let QuickBooks Online Assign the Next Transaction Number during Import

QUESTION How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? RESOLUTION If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequence…

Import Refund Receipts into QuickBooks Online

QUESTION How can a Refund Receipt be imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION Refund Receipts can be imported into QuickBooks Online using Importer. A Refund Receipt is a posting transaction that is used when reimbursing a customer's money. Some important formatting consi…

Import Time Tracking into QuickBooks Desktop

QUESTION How is Time Tracking imported into QuickBooks Desktop (QBDT) using Transaction Pro Importer? RESOLUTION Payroll data can be imported from outside Time Clock and Scheduling applications into QBDT as a Time Tracking import using Importer. The data imports into Time/Enter Single Activity within QBDT. I…

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