.png)
.png)
Import Bank Statements or Bank Transactions
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import into QBDT with Importer. Below are some formatting i…
Update QuickBooks Desktop List with Rightworks Transaction Pro
QUESTION How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? RESOLUTION Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Imp…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Desktop
QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop (QBDT)company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported…
Item Assembly Import – Tips and Tricks
Item Assemblies can save a lot of time in QuickBooks Desktop (QBDT). Rightworks Transaction Pro Importer can be used to import Item Assemblies into QBDT. The data in the import file, though, must meet the requirements of QBDT. Below are some tips for ensuring the import file contains the necessary information to allo…
Error 9998001 - CreatePassKeyFile: Access to the Path...\pass.tpi is Denied
MESSAGE "Error: 9998001 - CreatePassKeyFile: Access to the path...\pass.tpi is denied" when launching Rightworks Transaction Pro Importer, Exporter, or Deleter. RESOLUTION This error message occurs because the user does not have read/write access to the path indicated in the message. Users must have write pe…
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop
QUESTION If importing Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, how do they need to be formatted? RESOLUTION Format for Customers If the Customer import file contains Sub-Customers or Jobs, both the main Custome…
Cross-Reference Option for Customers and Vendors
QUESTION How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Custo…
Release Notes for Rightworks Transaction Pro Version 8
VERSION NOTES Version 8 of Rightworks Transaction Pro, including Importer Only and Importer, Exporter, and Deleter PRO, is compatible with QuickBooks Pro and Premier 2023 (and prior versions), and QuickBooks Enterprise 23 (and prior versions). Version 8.2.3 Released 4/11/2023 * Importer: Fixed bug to reso…
Questions about Demo Version of Rightworks Transaction Pro for QuickBooks Desktop
Questions about free demo version of Rightworks Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise) How do I obtain the free demo? Go to Transaction Pro Website and click the TRY IT FREE button and select QUICKBOOKS DESKTOP. Once the installation file downloads, install and then lau…
Cross-Reference Option for Accounts
QUESTION How does the cross-reference option work for Accounts when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Accounts are organized by Name. However, other databases or services that may be imported may use a the Account Description instead…
