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Import Journal Entries into QuickBooks Online
QUESTION What are some common uses for a Journal Entry import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Deposit import are listed below: * Importing Payroll Data after each payroll period * Importing Daily Sales from a Point of Sale (POS…
Entity Does Not Exist
MESSAGE Entity does not exist RESOLUTION When importing a Journal Entry and specifying a name (Customer, Vendor, or Employee), the name must exist in the QuickBooks company file prior to importing.
Import Payroll Journal Entry into QB Desktop
QUESTION Can the Journal Entry that the third-party payroll processor provides each payroll be imported into QuickBooks Desktop (QBDT) using Rightworks 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 Impo…
Import Expenses into QuickBooks Online
QUESTION What is the best import type to use to import expenses into QuickBooks Online? RESOLUTION Oftentimes, users will have an Excel listing of expenses to import into QuickBooks Online, but are unsure as to which import type to select. Below are the different import types to consider selecting and how…
The Sum of Split Amounts Must Be Equal to 0
MESSAGE "The sum of split amounts must be equal to 0" RESOLUTION This message appears because the sum of the Journal Entry does not net to zero. Below are some things to check to resolve this error message: * Make sure that each line of the Journal Entry has the same value mapped to the field RefNumber …
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 Accounts Receivable or Accounts Payable, it is required that a Customer name or Vendor name be specified. In Transaction Pro Importer, map the name …
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…
