To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
How to Import PDFs of Bank or Credit Card Statements
ISSUE Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data needs to be imported that is not available to download from the financial institution's website in one of Rightworks Transaction P…
Automate Rightworks Transaction Pro Import for QuickBooks Desktop
QUESTION Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users who would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. The…
Installation Files for Rightworks Transaction Pro Exporter
Please find and select the appropriate version below to download and install Rightworks Transaction Pro Exporter. Version 8 A free Trial Version is available on our Transaction Pro website . These installation files are intended for use with previously purchased, activated products. If you need your activ…
Export Positive Pay File with Transaction Pro Exporter
QUESTION Can a Positive Pay file be exported from QuickBooks Desktop (QBDT) with Rightworks Transaction Pro that can be sent to my financial institution? RESOLUTION In an effort to reduce fraudulent paper checks, most financial institutions offer a Positive Pay system that allows banks to match checks presen…
Incorrect Date Issue for Mac Users
ISSUE When importing with Transaction Pro Importer on a Mac computer, the dates import incorrectly. RESOLUTION Check to make sure that the 1904 date format is not turned on in Excel. If it is, it will cause dates to shift by 1462 days. The Excel setting is in different places depending on the Office versi…
Import Custom Fields on Transactions and List Items in QuickBooks Desktop
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 the Importer. Below is how to activate this Option. * On the first screen of Importer, sele…
Entering Discount When Receiving Payments
QUESTION How is a discount entered when importing Receive Payments? RESOLUTION The amount mapped to the Discount Amount field must be expressed as a positive value. The Discount Account field needs to be the lowest sub-account number or sub-account name of the General Ledger account.
Customer:Job: XYZ is Duplicated in the QuickBooks File
MESSAGE "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. RESOLUTION This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) co…
Move Rightworks Transaction Pro to New Computer
QUESTION How can Rightworks Transaction Pro be moved to a new computer or server? RESOLUTION Version 8 With Version 8, there is no deactivation required. Download Version 8 on the new machine using the TPro_V8 installation file attached to the link below. Once installed, click on I HAVE A LICENSE and ente…
Create a Copy of a QuickBooks Company File
QUESTION How is a copy of a QuickBooks Desktop (QBDT) company file created? RESOLUTION Creating a copy of a QBDT company file can be useful for testing with Rightworks Transaction Pro Importer, Exporter, or Deleter. To create a copy of a QBDT company file: * Choose FILE > OPEN OR RESTORE COMPANY > OPE…
