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Import Cash Purchases into QuickBooks Online
QUESTION What are some common uses for a Cash Purchases import into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from anoth…
Credit Memo Import Fields for Rightworks Transaction Pro Online
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. Impor…
Saved Map Does Not Match One or More Fields
MESSAGE "Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file." RESOLUTION If this message is received when using Rightworks Transaction …
CenterCard Credit Card Import into QB Desktop
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BR…
Import Amazon Sales into QuickBooks
ISSUE The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. RESOLUTION In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the e-Commerce option, which will add these additional fields to the mapping screen. ISSUE Amazon…
Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options…
Transfer Inventory Quantities to New QuickBooks Company File
QUESTION How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Rightworks Transaction Pro products? RESOLUTION Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. * Use Transaction Pro Exporter to export …
Import Checks To Be Printed in QuickBooks Desktop
QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of checks? RESOLUTION When importing with Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT), a mix of Checks to be printed and not to be printed cannot be imported. Two separate imports must occur, o…
QuickBooks Report to Show What Was Imported
QUESTION Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QBDT for reviewing or auditing what has been imported with Importer is the Audit Trail report. It is available in QBDT under REPORTS > ACCOUNTAN…
Import Bank Transfers to QuickBooks
QUESTION How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION Bank Transfers are found in QBDT under the BANKING menu. Below is a screenshot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds transac…
