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Showing articles from Desktop tag

Add Command Line Codes to Rightworks Transaction Pro

QUESTION How is a Command Line Code added to Transaction Pro Importer or Exporter? ANSWER For a complete list of Command Line Codes available for Importer, reference this  ARTICLE . For a complete list of Command Line Codes available for Exporter, reference this  ARTICLE . Version 8 If adding a Command…

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 …

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 must be installed on the same server as the QuickBooks application and launched from it. A shortcut must be created on each user's remote…

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…

Incorrect Date Issue for Mac Users

ISSUE When importing with Transaction Pro Importer on a Mac computer, the dates import incorrectly. RESOLUTION Check to make sure that the 1904 date format is not turned on in Excel. If it is, it will cause dates to shift by 1462 days. The Excel setting is in different places depending on the Office versi…

Export Positive Pay File with Transaction Pro Exporter

QUESTION Can a Positive Pay file be exported from QuickBooks Desktop (QBDT) with Rightworks Transaction Pro that can be sent to my financial institution? RESOLUTION In an effort to reduce fraudulent paper checks, most financial institutions offer a Positive Pay system that allows banks to match checks presen…

Entering Discount When Receiving Payments

QUESTION How is a discount entered when importing Receive Payments? RESOLUTION The amount mapped to the Discount Amount field must be expressed as a positive value. The Discount Account field needs to be the lowest sub-account number or sub-account name of the General Ledger account.

Installation Files for Rightworks Transaction Pro Exporter

Please find and select the appropriate version below to download and install Rightworks Transaction Pro Exporter. Version 8 A free Trial Version is available on our Transaction Pro website . These installation files are intended for use with previously purchased, activated products. If you need your activ…

Exporter Command Line Codes

Rightworks Transaction Pro Exporter Command Line Codes Some additional features of Transaction Pro Exporter 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 Command Line…

QuickBooks found an error when parsing the provided XML text stream

ISSUE QuickBooks found an error when parsing the provided XML text stream RESOLUTION If you are receiving this error AFTER mapping your data and clicking import, it is usually caused by one of the three items below. Please review the import file for these items. * Import data includes special characters …

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