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Function Write Invoice Custom Fields Message
MESSAGE Function Write Invoice Custom Fields RESOLUTION * A Custom Field name is being used that is reserved by QuickBooks for another field name. * The Custom Field setup needs to be set as text. * The Custom Field is checked or not checked to be required on transactions or lists.
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…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Desktop
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop 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 from…
Import Bank Statements or Bank Transactions
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import into QBDT with Importer. Below are some formatting i…
Time Tracking - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
Filter Options for Rightworks Transaction Pro Exporter
QUESTION What options exist for filtering or altering exported data from QuickBooks Desktop using Rightworks Transaction Pro Exporter? RESOLUTION Transaction Pro Exporter has several filtering options available to be selected during the export process. SEARCH FILTER Tab * Data can be selected by a NAME …
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…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Exceptions in Silent Mode
QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line: /LOG_FILE=drive and directory name. Read more about Import Command Lines
Mark Import To Be Emailed or To Be Printed
QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field T…
