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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…
Import Credit Memos with To Be Printed Selected
**QUESTION** When importing Credit Memos, how is the option to Print Later selected? **RESOLUTION** When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered a…
Credit Memo Import Fields for Rightworks Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Credit Memo no Y Alpha-numeric 21 The Reference Number is the Credit Memo Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be s…
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…
