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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 the Importer. Below is how to activate this Option. * On the first screen of Importer, sele…
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 V7 Exporter V7 Exporter Server V6 Exporter V6 Exporter Server A free Trial Version is available on our Transaction Pro website . These installation files are intended for use w…
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…
The Item History Could Not Be Locked
QUESTION The item history could not be locked RESOLUTION This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.
Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
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…
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.
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…
Order to Import Transactions into QuickBooks Desktop
QUESTION What order do lists and transactions need to be imported into QuickBooks Desktop? RESOLUTION When importing lists and transactions into QBDT with Rightworks Transaction Pro Importer, the lists and transactions should be imported in the same order as they would be manually entered into QBDT. This is …
Move Rightworks Transaction Pro to New Computer
QUESTION How can Rightworks Transaction Pro be moved to a new computer or server? RESOLUTION Version 8 With Version 8, there is no deactivation required. Download Version 8 on the new machine using the TPro_V8 installation file attached to the link below. Once installed, click on I HAVE A LICENSE and ente…
