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Cross-Reference Option for Accounts
QUESTION How does the cross-reference option work for Accounts when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Accounts are organized by Name. However, other databases or services that may be imported may use a the Account Description instead…
Link Invoices to Sales Order When Importing
QUESTION How can an open Sales Order be linked to an Invoice during import? RESOLUTION Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be ta…
Transaction Pro Desktop Will Not Open
Recent Windows updates may keep your Rightworks Transaction Pro application from launching. Please follow the steps below for either desktop or server to resolve: * Verify that all Windows Updates have been completely installed * Reboot the machine. This is a necessary step, whether for a desktop, laptop, or serve…
QBSDK Log File - Used for Troubleshooting
For troubleshooting purposes, Rightworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. * First, take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. * For Windows 11, go to c:\ProgramData\Intuit\QuickBooks and edit the …
Order to Delete Transactions in QuickBooks Desktop
QUESTION When deleting transactions with Rightworks Transaction Pro Deleter, in what order should transactions be deleted? RESOLUTION When deleting transactions with Deleter, the related transaction must first be deleted. For example, QuickBooks Desktop (QBDT) will not allow an Invoice to be deleted until th…
Use the Static Value / Formula Column in Rightworks Transaction Pro Importer
QUESTION How is the Static Value / Formula column used on the mapping screen of Rightworks Transaction Pro Importer? RESOLUTION The Static Value / Formula column in Importer can save time by avoiding manual manipulation of the import file before importing into QuickBooks Desktop (QBDT). Below are some exa…
Ten Advanced Rightworks Transaction Pro Exporter Options
Below are the ten Advanced Options available in Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT). Option 1: Reports. Not only you can export transactions and lists that exist in QBDT, but the following reports can also be exported: * Journal Report * Payroll Detail Report * Transaction Deta…
Release Notes for Rightworks Transaction Pro Version 8
VERSION NOTES Version 8 of Rightworks Transaction Pro, including Importer Only and Importer, Exporter, and Deleter PRO, is compatible with QuickBooks Pro and Premier 2023 (and prior versions), and QuickBooks Enterprise 23 (and prior versions). Version 8.2.3 Released 4/11/2023 * Importer: Fixed bug to reso…
Item Assembly Import – Tips and Tricks
Item Assemblies can save a lot of time in QuickBooks Desktop (QBDT). Rightworks Transaction Pro Importer can be used to import Item Assemblies into QBDT. The data in the import file, though, must meet the requirements of QBDT. Below are some tips for ensuring the import file contains the necessary information to allo…
Expensify Expense Reports Bill Import into QBDT
The following are instructions for importing Expensify Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…
