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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 for instructions on how to locate the computer name. The article explains the process for e…
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 pr…
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
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 can…
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.
Import Accounts Instead of Items on Sales Transactions
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…
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.
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. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export …
Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how is the option to Print Later selected? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as…
Use a SQL Data Source with Rightworks Transaction Pro Importer
QUESTION Can a SQL data source be used with Rightworks Transaction Pro Importer? RESOLUTION To connect to a SQL data source, follow the steps below: * In Importer, choose DSN for the file source and then click CONNECT * Select the MACHINE DATA SOURCE tab * Click NEW * An error message will appear that…
