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e‐Commerce Features Available for QuickBooks Sales Imports
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, PayPal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), a whol…
Import Purchase Orders into QuickBooks Online
Below is a screenshot of the Purchase Order screen in QuickBooks Online to help you get started. Please review the screenshot to ensure all available fields are noted. The Data Dictionary may also be referenced for Purchase Orders HERE . INSTRUCTIONS 1. Sign in via the Rightworks Transaction Pro online p…
Error Validating Sales Term ID: Required Field Not Specified
MESSAGE "E rror validating sales term ID: required field not specified" RESOLUTION This error message appears because a Sales Term was not specified and mapped to the field Sales Terms. QuickBooks Online requires that a Sales Term be mapped to the field. To resolve this issue, either a Sales Terms must be…
Import Undeposited Funds Deposits into QuickBooks Online
QUESTION: How are Deposit imports posted from Undeposited Funds when importing with Rightworks Transaction Pro Importer into QuickBooks Online? RESOLUTION: When importing Deposits into QuickBooks Online with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales R…
Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time data be imported into QuickBooks Desktop (QBDT) using the Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can import time activity into QBDT for payroll processing. Refer to this Knowledge Base …
Alphanumeric Value Error - QuickBooks Desktop
ISSUE Error received or incorrect data imports when importing alphanumeric columns. RESOLUTION Make sure that mixed-format columns (alphanumeric) are formatted as text in the import file.
Import Bill Payments into QuickBooks Online
QUESTION What are some helpful tips to know when importing Bills into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Below are some helpful tips to keep in mind for the most common issues encountered when importing Bill Payments into QuickBooks Online using Importer. * The followi…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Online
QUESTION If exporting from QuickBooks Desktop 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 …
Disconnect Rightworks Transaction Pro from QuickBooks Desktop
Sometimes, it may be necessary to sever the connection between QuickBooks Desktop (QBDT) and Rightworks Transaction Pro Importer. No saved information will be lost when this function is performed. It only severs the connection and forces Importer to reconnect to QBDT the next time that it is launched. To disconnec…
Import Employee Expenses Charged to Company Credit Card
Employee Expenses charged to the company credit card may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QBDT. However, if you wish to view or use the TPro sample file for impo…
