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Showing articles from Trial Balance tag

Schedule QuickBooks Online Trial Balance Exports Using Rightworks Transaction Pro Exporter

**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…

Import a Trial Balance into QuickBooks Online

**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…

Export the Trial Balance Report from QuickBooks Online using Rightworks Transaction Pro Exporter

**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…

Import Trial Balance into QuickBooks Desktop

**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 …

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