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Import Employee Expenses Charged to Company Credit Card into QuickBooks Online
Employee Expenses charged to the company credit card may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QuickBooks Online. However, if you wish to view or use the TPro sample file for…
Error Validating Employee or Vendor
MESSAGE " Error Validating Employee or Vendor" when importing Time Activities. RESOLUTION This message appears because an Employee or Vendor in the import file does not already exist in QuickBooks Online. All Employees and Vendors in a Time Activities import file must previously exist in QuickBooks Online pr…
Import Multi-Line Transactions into QuickBooks Desktop
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipts, Bills, …
Import Employee Expense Reimbursement to be Paid
Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Bill import type. For infor…
Supported Currencies in QuickBooks Online
List of supported currencies in QuickBooks Online when importing with Rightworks Transaction Pro. Currency Currency AED UAE Dirham LKR Sri Lankan Rupee AFN Afghan Afghani LRD Liberian Dollar ALL Albanian Lek LSL Lesotho Loti AMD Armenian Dram LTC Litecoin ANG Dutch Guilder …
Let QuickBooks Online Assign the Next Transaction Number during Import
QUESTION How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? RESOLUTION If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequence…
Import Employee Expense Reimbursement Already Paid into QuickBooks Online
Employee Expense Reimbursements may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Expense or Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For i…
Import Bills 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 Bills into QuickBooks Online using Importer. * When importing a Bi…
How to Tell if QuickBooks Online is Set Up as Automatic Sales Tax or Manual Sales Tax
QUESTION What is the easiest way to tell if a QuickBooks Online company is set to automatic or manual tax? RESOLUTION The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox followe…
Common Issues Importing Chart of Accounts into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Account Type See this article for valid Account Types Invalid Account SubType See this article for valid Account SubTypes (Detail Type). Valid Account SubTypes depend on the Account Type. Wrong Currency Imports Multi-currency not turned on in QuickBooks O…
