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Import Payroll Journal Entry into QuickBooks Online
QUESTION Can the Journal Entry that the third-party payroll processor provides each payroll be imported into QuickBooks Online using Transaction Pro (TPro) Importer? RESOLUTION Yes, if the third-party payroll processor can provide a flat file type such as Excel, csv, or txt, then TPro Importer can import the…
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…
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…
Invoice Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Invoice no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be so…
When you use Accounts Receivable, you must choose a $$customer$$ in the Name field
MESSAGE "When you use Accounts Receivable, you must choose a $$customer$$ in the Name field" RESOLUTION For any line in a Journal Entry import that is posted to an Account that is the account type Accounts Receivable or Accounts Payable, it is required that a Customer name or Vendor name be specified. In Tra…
Sample Import Files and Sample Maps for Rightworks Transaction Pro Importer Desktop
Attached below this article is an Excel workbook that contains all Sample Import Files for Rightworks Transaction Pro Importer Desktop. Also attached to the right-hand side of this article is a zip file that contains the Sample Import Maps that coordinate with the Sample Import Files.
Sample Import Files for Rightworks Transaction Pro Importer Online
Attached below this article are Excel workbooks that contain all the Sample Import Files for both Rightworks Transaction Pro Importer Online - US Version and Transaction Pro Importer Online - Non-US Version
Microsoft Access Database Engine is Required
MESSSAGE Microsoft Access Database is Required RESOLUTION The Microsoft Access Database 2010 must be installed in order to allow Rightworks Transaction Pro Importer to read Excel and Access files. Please follow the steps below to download and install the necessary file. * Download the Microsoft Databas…
