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Import Inventory Counts into QuickBooks Desktop
QUESTION Can inventory counts be imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer? RESOLUTION Inventory counts be imported into QBDT using TPro Importer by using the import type Inventory Adjustment. Inventory Adjustment allows both quantities and values to be updated …
Desktop versus Server Installation
QUESTION Does Rightworks Transaction Pro need to be installed on a Desktop or on a Server? RESOLUTION Previously, Rightworks Transaction Pro for QuickBooks Desktop (QBDT) was sold in a Desktop Edition and a Server Edition. As of June 2019, all desktop purchases consist of a Server Edition of Transaction Pro …
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Desktop to QuickBooks Desktop
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Desktop 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 from…
Desktop Data Dictionary: How Should My Data Be Mapped?
QUESTION How I should my data be mapped when importing into QuickBooks Desktop (QBDT)? RESOLUTION The attached Data Dictionary shows the types of lists and transactions that can be imported using Rightworks Transaction Pro Importer into QBDT, as well as the available and required fields for each import type.…
Create a Copy of a QuickBooks Company File
QUESTION How is a copy of a QuickBooks Desktop (QBDT) company file created? RESOLUTION Creating a copy of a QBDT company file can be useful for testing with Rightworks Transaction Pro Importer, Exporter, or Deleter. To create a copy of a QBDT company file: * Choose FILE > OPEN OR RESTORE COMPANY > OPE…
Import Custom Fields on Transactions and List Items in QuickBooks Desktop
QUESTION How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? RESOLUTION Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t…
Activate Your Rightworks Transaction Pro Desktop Product
QUESTION How do I activate my Rightworks Transaction Pro Desktop product? RESOLUTION The first time that you use your Transaction Pro Desktop product, you will need to log-in to activate with the information provided in your confirmation email. Also, occasionally, you may need to re-log in, if your product r…
Helpful QuickBooks Keyboard Shortcuts
There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Rightworks Transaction Pro Importer users. F2 Function Key for Windows / COMMAND + 1 for Mac: Pr…
Delete Transactions and Lists from QuickBooks using Rightworks Transaction Pro Deleter
Rightworks Transaction Pro Deleter is a great tool to use to assist in cleaning up an existing QuickBooks Desktop (QBDT) company file. With Deleter, the transaction type or list to be deleted along with either a date range or a reference number range can be selected. **NOTE: It is suggested that you use the Delete…
Automate Rightworks Transaction Pro Exports for QuickBooks Desktop
QUESTION Can exports using Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users that would like to schedule exports from QBDT, a full command line interface exists that can be used to start the process even if the QBDT company file is no…
