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Create Custom Color Schemes with Rightworks Transaction Pro Importer and Exporter for QuickBooks
In Version 7 of Rigthworks Transaction Pro Importer and Exporter for QuickBooks Desktop (QBDT), the color scheme can be changed. This is a similar feature to what the QB Pro, Premier and Enterprise software allows. When in Importer or Exporter, click the box in the upper right-hand corner that looks like an arrow.…
Receive Payment Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Y Alpha-numeric 31 The Reference Number for this type of import should be unique for each row. TxnDate Payment date N Date N/A If no date is imported, transaction will be date…
Concur Employee Expense Reimbursement Import into QuickBooks Online
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Sele…
Import Journal Entries from Payroll Providers with Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION How can an IIF file from a Payroll Provider be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Most Payroll Providers provide an IIF file for importing Payroll data into QuickBooks. However, QuickBooks Online does not allow IIF files to be imported, as these file…
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 in the transaction can have negative amounts, but the total must be zero or greater. If less zero, the t…
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 is selected in QBDT Company Preferences under Accounting, the Class field will be available in Importer for use on imported transactions. In QB…
Expensify Expense Reports Bill Import into QBDT
The following are instructions for importing Expensify Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…
Bill Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Bill no Y Alpha-numeric 21 The Reference Number is the Bill Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted…
Time Activities - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
Use the Static Value / Formula Column in Rightworks Transaction Pro Importer
QUESTION How is the Static Value / Formula column used on the mapping screen of Rightworks Transaction Pro Importer? RESOLUTION The Static Value / Formula column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Desktop (QBDT). Below are some exa…
