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Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Desktop
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop 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…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Time Tracking - 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.
Import a Trial Balance into QuickBooks Online
QUESTION How can a Trial Balance be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION The best way to import a Trial Balance into QuickBooks Online is using the Journal Entry import type. NOTE: Any line in the import file that posts to an AR or an AP Account must refere…
Cross-Reference Option for Customers and Vendors
QUESTION How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Custo…
Exceptions in Silent Mode
QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line: /LOG_FILE=drive and directory name. Read more about Import Command Lines
Concur AP Invoice (Vendor Bills) Import into QuickBooks Online
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an AP Invoice (Vendor Bills) Report from Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE: Select BILLS a…
Employee Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr FirstName First name Y Alpha-numeric 50 MiddleName M.I. N Alpha-numeric 1 QuickBooks Online only stores the Middle Initia…
Mark Import To Be Emailed or To Be Printed
QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field T…
JOOR Sales Transaction Invoice Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as an Invoice using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Invoice Import. After downloading your order file from JOOR, log into QBDT. QB…
