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Showing articles from Desktop tag

This Key is Already Associated with an Element in QuickBooks Desktop

MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …

Import Multi-Line Transactions into QuickBooks Desktop

QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipt, Bills, e…

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.…

Import Employee Expense Reimbursement Already Paid

Employee Expense Reimbursements may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as either a Bill import type to be reimbursed at a later date or as an Check import type, if the reimbursement has already occurred. This article discusses importing as a Check import type. For info…

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…

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…

How to Import PDFs of Bank or Credit Card Statements

ISSUE Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Rightworks Transaction …

Rightworks Transaction Pro Exporter Command Line Codes

Rightworks Transaction Pro Exporter Command Line Codes Some additional features exist for Transaction Pro Exporter that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …

Set Up Multiple Users to Access a Server Installation of Rightworks Transaction Pro

QUESTION How do multiple users access Rightworks Transaction Pro when it is installed on a server? RESOLUTION Version 8 Version 8 is a per user license. Transaction Pro will need to be installed on the same server as the QuickBooks application is installed and launches. A shortcut needs to be created on e…

Disconnect Rightworks Transaction Pro from QuickBooks Desktop

Sometimes, it may be necessary to sever the connection between QuickBooks Desktop (QBDT) and Rightworks Transaction Pro Importer. No saved information will be lost when this function is performed. It only severs the connection and forces Importer to reconnect to QBDT the next time that it is launched. To disconnec…

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