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Showing articles from Desktop tag

Allow Online Payment for Imported Invoice

Overview In TPro, certain fields labeled as  "AllowIPNPayments"  relate to the  Intuit Payment Network (IPN) . IPN was previously used for Intuit's Merchant Services. However, this service has been discontinued, and as a result, these fields in TPro are now deprecated and no longer functional. What This Means for T…

Specify QuickBooks Template for Transaction

QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified during import, the import defaults to the last tem…

Concur Employee Expense Reimbursement Import into QBDT

The following are instructions for importing the  Concur  Employee Expense Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from  Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pr…

Add User Defined Fields to Rightworks Transaction Pro Exporter

QUESTION Can additional User Defined Fields (UDFs) be added to an export with Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT)? RESOLUTION Often times when exporting a file to send to another party, additional data columns will be needed for static value such as to add a company identifier o…

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 who have been using these fields to set GST/PST (Canada) or VAT (UK) will no longer have …

Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer

QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file.  For more informa…

Compatibility of Rightworks Transaction Pro Products and Newest Version of QuickBooks

QUESTION Is my current version of Rightworks Transaction Pro compatibility with the newest version of QuickBooks Desktop (QBDT)? RESOLUTION Whenever a new version of Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is released, Transaction Pro no longer performs any updates to p…

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…

Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW

Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…

Upgrade to Newest Version of Rightworks Transaction Pro Importer

Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Importer. Step 1: Make a note of any options that have been selected. Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen o…

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