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Three Quick Steps to Eliminate Manual Data Entry to QuickBooks
Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. Step 1: Identify where manual data entry is being done Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time…
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…
Sales Receipt Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Sales Receipt 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 mu…
Credit Card Charge Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Ref No Y Alpha-numeric 21 The Reference Number is the Credit Card Charge Reference Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction…
Check Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import m…
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online
MESSAGE "You must specify a transaction amount that is 0 or greater." RESOLUTION When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items on the transaction can be a negative amount, but the total amount needs to be zero or greater. If less z…
Bill Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Check no. Y Alpha-numeric 21 The Reference Number is the assigned Check Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import mu…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
Import Classes on QuickBooks Desktop Transactions
QUESTION Can Classes be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer on a transaction? RESOLUTION If the option to use Classes has been selected in QBDT Company Preferences under Accounting, then the Class field will be available in Importer to include on imported transact…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop or Server Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/w…
