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Showing articles from Desktop tag

Rightworks Transaction Pro Application Suddenly Showing as Not Activated

ISSUE Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is suddenly showing as not being activated even though it was previously activated. RESOLUTION For some reason, the Transaction Pro application believes it is being launched on a new machine, which is why the prod…

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…

JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop

Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt using Rightworks Transaction Pro Importer . A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Receipt Import After downloading your order file from JOOR, lo…

Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop

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

Release Notes for Rightworks Transaction Pro Version 6

💡 Version 8 of Transaction Pro  was released in January 2020. VERSION NOTES Version 6 of  Rightworks Transaction Pro works with QuickBooks Desktop 2007 - 2020 versions and QuickBooks Enterprise 2.0 - 20.0 versions. Version 6 includes Importer and Exporter. Version 6.0.09 Released 01/22/2018 * Fixed issue w…

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…

Import Checks To Be Printed in QuickBooks Desktop

QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of checks? RESOLUTION When importing with Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT), a mix of Checks to be printed and not to be printed cannot be imported. Two separate imports must occur, o…

QBSDK Log File - Used for Troubleshooting

For troubleshooting purposes, Rigthworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. First take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. For Windows 7, 8, and 10,  go to c:\ProgramData\Intuit\QuickBooks and edi…

Import Expenses into QuickBooks Desktop

QUESTION What is the best import type to use to import expenses into QuickBooks Desktop (QBDT)? RESOLUTION Often times, users will have an Excel listing of expenses to import into QBDT but are unsure as to which import type to select. Below are the different import types to consider selecting and how they…

Target is Not Reimbursable

MESSAGE "Target is not Reimbursable" RESOLUTION This message appears because in Rightworks Transaction Pro Importer, the Bill import or the Check import has either the field Expenses Billable or Items Billable marked as Y. However, a value is not mapped to Expenses Customer or Items Customer. If a transactio…

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