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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…
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.
Set Up Multiple Users to Access a Server Installation of Rightworks Transaction Pro
QUESTION How do multiple users access Rightworks Transaction Pro when it is installed on a server? RESOLUTION Version 8 Version 8 is a per-user license. Transaction Pro must be installed on the same server as the QuickBooks application and launched from it. A shortcut must be created on each user's remote…
Import Employee Expenses Charged to Company Credit Card
Employee Expenses charged to the company credit card may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QBDT. However, if you wish to view or use the TPro sample file for impo…
Import Employee Expense Reimbursement to be Paid
Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Bill import type. For infor…
Delete Transactions and Lists from QuickBooks using Rightworks Transaction Pro Deleter
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…
Add Command Line Codes to Rightworks Transaction Pro
QUESTION How is a Command Line Code added to Transaction Pro Importer or Exporter? ANSWER For a complete list of Command Line Codes available for Importer, reference this ARTICLE . For a complete list of Command Line Codes available for Exporter, reference this ARTICLE . Version 8 If adding a Command…
QuickBooks found an error when parsing the provided XML text stream
ISSUE QuickBooks found an error when parsing the provided XML text stream RESOLUTION If you are receiving this error AFTER mapping your data and clicking import, it is usually caused by one of the three items below. Please review the import file for these items. * Import data includes special characters …
The Item History Could Not Be Locked
QUESTION The item history could not be locked RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
