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Upgrade to Newest Version of Rightworks Transaction Pro Exporter Version
Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Exporter. Step 1: Make a note of any map files that have been created. Open up the QuickBooks company file and launch the current installed version of Transaction Pro Exporter. After selecting …
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Rightworks Transaction Pro Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of…
Print Components of Group Item on Imported Transaction
QUESTION Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION When a Group Item is imported during a transaction import (Invoices, Sales Orders, Sales Receipts, etc.), whether its components pr…
Create the Troubleshooting Log
ISSUE For troubleshooting purposes, the Troubleshooting Log in Rightworks Transaction Pro Importer may be requested by Support. RESOLUTION Below are the steps to create the Troubleshooting Log. * Create a one-line import file that can recreate the error message. * Verify that the latest version of Impor…
Save the Transaction Log for Transactions That Did Not Import
QUESTION How is the Transaction Log saved to show only the transactions that did not import? RESOLUTION Below are the steps to follow to save only the transactions that did not import: * Select the OPTIONS button on the first screen of Rightworks Transaction Pro Importer. * On the BASIC options tab, sel…
Certify Credit Card Import into QBDT
The following are instructions for importing the Certify Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE a…
Certify Bill Report Import into QBDT
The following are instructions for importing the Certify Bill Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Bill Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selecting t…
Things to Do with Rightworks Transaction Pro Exporter for QuickBooks
QUESTION What are the uses of Rightworks Transaction Pro Exporter for QuickBooks? RESOLUTION Below is a list of some common uses of Transaction Pro Exporter for QuickBooks, but is not limited to: * File with shipping information in a specified format for a warehouse. * Trading partners that require EDI.…
Transaction Pro Importer Not Logged In After Launching
ISSUE After launching Rightworks Transaction Pro Importer, the system does not log in. RESOLUTION If the Importer is not logging in, this could be because the Internet Security settings for the computer are set too high. Security settings need to be set to medium or lower.
Remove Lines from Import File before Importing
QUESTION How can lines be removed from the import file from within Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION Sometimes, the import file may contain additional lines that are not to be imported or when testing, only a line or two is desired to test. The additional lines can…
