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Helpful QuickBooks Keyboard Shortcuts
There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Rightworks Transaction Pro Importer users. F2 Function Key for Windows / COMMAND+1 for Mac: Prod…
File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What file formats are supported to be imported with Rightworks Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? RESOLUTION The following file formats can be imported with Importer into QuickBooks Online: *…
Import Payroll Journal Entry into QB Desktop
QUESTION Can the Journal Entry that the third-party payroll processor provides each payroll be imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer? RESOLUTION Yes, if the third-party payroll processor can provide a flat file type such as Excel, csv, or txt, then TPro Impo…
Transactions Must Have At Least One Line Item - Make Sure an Account or Item is Specified on At Least One Transaction Line
MESSAGE "Transactions must have at least one line item - Make sure an account or item is specified on at least one transaction line" RESOLUTION For the transaction types listed below, QuickBooks provides the option to use either Expense Accounts or Items on the transaction. * Bills * Checks * Credit Ca…
Import Checks into QuickBooks Online
QUESTION What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? RESOLUTION Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billing…
Import Item Receipts with Bills
QUESTION Is there a way to import both the Item Receipt and the Vendor Bill at the same time? RESOLUTION Yes, both transactions can be imported at the same time into QuickBooks Desktop (QBDT) using Transaction Pro Importer by using the Import Type ITEM RECEIPT W/BILL. As an additional bonus, if the Purcha…
Import Time Activities into QuickBooks Online
QUESTION How are Time Activities imported into QuickBooks Online using Transaction Pro Importer? RESOLUTION Payroll data can be imported from outside Time Clock and Scheduling applications into QuickBooks Online as a Time Activities import using Importer. The data imports into Time/Enter Single Activity with…
Online Data Dictionary: How Should My Data Be Mapped?
QUESTION How I should my data be mapped when importing into QuickBooks Online? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Transaction Pro Importer into QuickBooks Online, as well as the available and required fields for each import type. Pleas…
File Formats Supported by Rightworks Transaction Pro Importer for QuickBooks Desktop
QUESTION What file formats can be imported using Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT)? RESOLUTION Below is a list of different file formats that will work with Importer to import into QBDT: * Excel files (all formats are supported from Office 2003 and forward including Offic…
Entity Does Not Exist
MESSAGE Entity does not exist RESOLUTION When importing a Journal Entry and specifying a name (Customer, Vendor, or Employee), the name must exist in the QuickBooks company file prior to importing.
