**QUESTION** Can a Trial Balance Report export be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? **RESOLUTION** When exporting the Trial Balance Report from QuickBooks Online with Exporter, there is the option to schedule future exports. The schedule can be one time or recurring. This opt…
**QUESTION** How can a Trial Balance be imported into QuickBooks Online with Rightworks Transaction Pro Importer? **RESOLUTION** The best way to import a Trial Balance into QuickBooks Online is with the import type Journal Entry. **NOTE:** Any line in the import file that posts to an AR or an AP Account must refer…
**QUESTION** Can the Trial Balance Report be exported with Rightworks Transaction Pro Exporter for QuickBooks Online? **RESOLUTION** When exporting transactions and lists from QuickBooks Online with Exporter, there is now the option to export the Trial Balance report. Below are the steps to export the Trial Balanc…
**QUESTION** How can a Trial Balance be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? **RESOLUTION** The best way to import a Trial Balance into QBDT is with the import type Journal Entry. Two things to consider when importing a Trial Balance as a Journal Entry: 1. QBDT only …