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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…
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…
Import Bills and Checks with Amounts in Multiple Columns on Same Row
QUESTION If the multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Rightworks Transaction Pro Importer? RESOLUTION Importer has the option to import Bills and Checks as columns. These options are found…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop or Server 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/w…
Auto Assign Transaction Numbers - QuickBooks Desktop
QUESTION How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? RESOLUTION On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUI…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Installation Files for Rightworks Transaction Pro Deleter
Please find and select the appropriate version below to download and install Rightworks Transaction Pro Deleter. These installations files are to be used for already purchased products with activation information. If you need your activation information, please email [email protected]. To download a trial…
Link Invoices to Sales Order When Importing
QUESTION How can an open Sales Order be linked to an Invoice during import? RESOLUTION Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be ta…
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…
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…
