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Concur Employee Expense Reimbursement Import into QBDT
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pr…
Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt using Rightworks Transaction Pro Importer . A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Receipt Import After downloading your order file from JOOR, lo…
Certify Bill Report Import into QuickBooks Online
The following are instructions for importing the Certify Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Bill Report from Certify , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS as your import type by clicking on the b…
Deposit Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 100 Reference Number is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to import. TxnDa…
Concur Credit Card Import into QuickBooks Online
The following are instructions for importing the Concur Credit Card Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select CREDIT CARD CHARGES as your import t…
How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…
Automate Microsoft Access Data Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can a Transaction Pro import that uses a Microsoft Access database file be automated? RESOLUTION Yes, imports that use a Microsoft Access database file as the import file type can be automated. Below are some tips on how to automate the import process once several successful manual imports are have …
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Online
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from Q…
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…
