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Add User Defined Fields to Rightworks Transaction Pro Exporter
QUESTION Can additional User Defined Fields (UDFs) be added to an export with Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT)? RESOLUTION Often times when exporting a file to send to another party, additional data columns will be needed for static value such as to add a company identifier o…
Error 9996001 – Get Computer Key
MESSAGE "Error: 9996001 – Get computer key: object reference not set to an instance of an object" RESOLUTION The issue is the result of the computer on which Rightworks Transaction Pro is installed not being serialized. Please make sure the required system files can be accessed so that the application can…
Import Expenses into QuickBooks Desktop
QUESTION What is the best import type to use to import expenses into QuickBooks Desktop (QBDT)? RESOLUTION Often times, users will have an Excel listing of expenses to import into QBDT but are unsure as to which import type to select. Below are the different import types to consider selecting and how they…
Account Does Not Exist error during Import in Rightworks Transaction Pro Importer
MESSAGE When importing transactions into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer and using the Account Name, it says the Account does not exist even though it does. RESOLUTION There are two options to resolve this issue: 1. Check your preferences in QuickBooks Desktop to make su…
Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer
QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file. For more informa…
Saved Map Does Not Match One or More Fields
MESSAGE "Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file." RESOLUTION If this message is received when using Rightworks Transaction …
Preparing to Import Time Tracking into QuickBooks Desktop
QUESTION Can external time information be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION If external time-tracking systems or time clocks are used, Transaction Pro Importer can be used to import the time activity into QBDT for payroll processing. Reference thi…
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…
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 within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Desktop (QBDT). Below are some examp…
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…
