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Can Memorized Transactions Be Imported into QuickBooks Desktop?
QUESTION Can memorized transactions be imported into Quickbooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QBDT using Importer. A workaround is to use Importer to create these recurring transactions instead of us…
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.…
Import Checks Made Payable to Names Other Than Vendors
QUESTION Can Checks be made payable to names other than Vendors during import? RESOLUTION When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the …
Export Customer Open Invoices
QUESTION How can a balance for a customer be exported? RESOLUTION When using Rightworks Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTIO…
Import Unit of Measure for Items into QuickBooks Desktop
QUESTION When importing the Item List into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer, what name needs to be used for the Unit of Measure (UOM)? RESOLUTION When importing the Item List, the UOM in the import file must match the U/M Set Name in QBDT. The UOM also needs to be co…
Customer or Vendor File is Being Updated with Address in Import File
ISSUE When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or C…
Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/write permi…
CenterCard Credit Card Import into QB Desktop
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BR…
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…
