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Transaction Line Detail is not Exporting
QUESTION When exporting transactions, why are the transaction lines (ie. Expense Accounts and/or Items) not also exporting? RESOLUTION If the detail lines of the transaction are not seen in the exported file, make sure that the box is not checked next to SUPPRESS TRANSACTION LINES. When this box is checked, …
Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options…
Inventory Advanced Pricing Rules
QUESTION Can Rightworks Transaction Pro Importer import Advanced Pricing Rules into QuickBooks Enterprise (QBE)? RESOLUTION At this time, Importer cannot import Advanced Pricing Rules into QBE.
CenterCard Employee Reimbursement Import into QBDT
The following are instructions for importing the CenterCard Employee Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Reimbursement Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import i…
Display Screen is Not Displaying Correctly or is Hard to Read
ISSUE Rightworks Transaction Pro Importer display screen is not displaying properly, is hard to read, or has lines running through it. RESOLUTION It could be the result of not having the MS San Serif font installed on the computer. Please review this Microsoft knowledge base article: APPLICATION FONT ISSUES…
Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single-user mode when processing imp…
QuickBooks Non US Versions - Tax Implications
NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING. ISSUE As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users that have been using these fields to set GST/PST (Canada) or VAT (UK) will not longer hav…
Inventory Adjustment Not Importing
ISSUE Inventory Adjustment import is not importing but cannot locate the reason. All Inventory Item show as rejecting. RESOLUTION If the Inventory Adjustment is being imported as a single large transaction (same Reference Number for all rows), a single item not importing will cause the entire import to fail.…
Error Validating Detail Lines: At Least One Detail Line is Required
MESSAGE " Error validating Detail Lines:At least one detail line is required" RESOLUTION If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both QuickBo…
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…
