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…
MESSAGE "Error: 9998001 - CreatePassKeyFile: Access to the path...\pass.tpi is denied" when launching Rightworks Transaction Pro Importer, Exporter, or Deleter. RESOLUTION This error message occurs because the user does not have read/write access to the path indicated in the message. Users must have write pe…
MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …
QUESTION How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? RESOLUTION Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t…
Rightworks Transaction Pro Deleter is a great tool to use to assist in cleaning up an existing QuickBooks Desktop (QBDT) company file. With Deleter, the transaction type or list to be deleted along with either a date range or a reference number range can be selected. **NOTE: It is suggested that you use the Delete…
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…
When contacting Rightworks Transaction Pro Support, Support may ask you to send certain files to help in resolving the error messages that you are receiving. The purpose of this article is to show you where to find these files and also explain how they are used. IMPORT FILE This is the excel, csv, or txt file t…
QUESTION Can exports using Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users that would like to schedule exports from QBDT, a full command line interface exists that can be used to start the process even if the QBDT company file is no…
QUESTION Does Rightworks Transaction Pro need to be installed on a Desktop or on a Server? RESOLUTION Previously, Rightworks Transaction Pro for QuickBooks Desktop (QBDT) was sold in a Desktop Edition and a Server Edition. As of June 2019, all desktop purchases consist of a Server Edition of Transaction Pro …
QUESTION How do I activate my Rightworks Transaction Pro Desktop product? RESOLUTION The first time that you use your Transaction Pro Desktop product, you will need to log-in to activate with the information provided in your confirmation email. Also, occasionally, you may need to re-log in, if your product r…