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Locate Computer Name
**QUESTION** How is a computer name located? **RESOLUTION** Occasionally when researching activation or other issues, Rightworks Transaction Pro Support may ask for the computer name. Please reference this [MICROSOFT ARTICLE][1] for instructions on how to locate the computer name. The article explains the process f…
Print Components of Group Item on Imported Transaction
**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components p…
Rightworks Transaction Pro Importer Not Logged In After Launching
**ISSUE** After launching Rightworks Transaction Pro Importer, the system does not log in. **RESOLUTION** If Importer is not logging in, this could be because the Internet Security settings for the computer are set too high. Security settings need to be set to medium or lower.
Special Characters in Account Names
**QUESTION** Will Rightworks Transaction Pro Importer import Account Names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name.
Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options ar…
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: Pro…
Remove Lines from Import File before Importing
**QUESTION** How can lines be removed from the import file from within Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** Sometimes, the import file may contain additional lines that are not to be imported or when testing, only a line or two is desired to test. The additional lines ca…
Overpayments on Invoices in QuickBooks Desktop
**QUESTION** Is there a way to set Rightworks Transaction Pro Importer Importer to not process payments if it will result in an overpayment? **RESOLUTION** No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. ![][1] **POSSIBLE WORKAROUND** Use Transaction Pro Exporter to ex…
Import Amazon Sales into QuickBooks
**ISSUE** The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. **RESOLUTION** In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the the e-Commerce option, which will add these additional fields to the mapping screen. **ISSUE** A…
Import Microsoft Access Data Files into QuickBooks using Rightworks Transaction Pro Importer
**QUESTION** Can Microsoft Access files be imported into QuickBooks Desktop using Rightworks Transaction Pro Importer? **RESOLUTION** Yes, Transaction Pro Importer can import a Microsoft Access database that has the extension .mdb
