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Import Classes on QuickBooks Desktop Transactions
QUESTION Can Classes be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer on a transaction? RESOLUTION If the option to use Classes is selected in QBDT Company Preferences under Accounting, the Class field will be available in Importer for use on imported transactions. In QB…
Use Deleter to Reduce QuickBooks Company File Size
QUESTION How can Rightworks Transaction Pro Deleter be used to reduce a QuickBooks Desktop (QBDT) company file size? RESOLUTION Deleter can be used to remove unneeded transactions, but it can also be used to reduce ever-growing QB data file sizes. After deleting the transactions, these additional steps ne…
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…
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…
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…
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…
Advanced 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…
Validation Error: Indicated Failed Object
MESSAGE "Validation Error: Indicated failed object." RESOLUTION QuickBooks may return this or a similar generic error message to Rightworks Transaction Pro Importer during a Journal Entry import to indicate one of the following issues: * A debit or credit in the import file has a negative value. Negative…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
Cross-Reference Option for Customers and Vendors
QUESTION How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Custo…
