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Showing articles from Desktop tag

Time Tracking Error: WriteEmployee This key is already associated with an element of this collection

ISSUE When performing a Time Tracking import into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, error appears for WriteEmployee stating THIS KEY IS ALREADY ASSOCIATED WITH AN ELEMENT OF THIS COLLECTION. RESOLUTION A conflict is occurring between the Importer and QBDT because of a se…

Import Unit of Measure for Items into QuickBooks Desktop

QUESTION When importing the Item List into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer, what name needs to be used for the Unit of Measure (UOM)? RESOLUTION When importing the Item List, the UOM in the import file must match the U/M Set Name in QBDT. The UOM also needs to be co…

Import Checks Made Payable to Names Other Than Vendors

QUESTION Can Checks be made payable to names other than Vendors during import? RESOLUTION When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the …

Can Memorized Transactions Be Imported into QuickBooks Desktop?

QUESTION Can memorized transactions be imported into Quickbooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QBDT using Importer. A workaround is to use Importer to create these recurring transactions instead of us…

Things to Do with Rightworks Transaction Pro Exporter for QuickBooks

QUESTION What are the uses of Rightworks Transaction Pro Exporter for QuickBooks? RESOLUTION Below is a list of some common uses of Transaction Pro Exporter for QuickBooks, but is not limited to: * File with shipping information in a specified format for a warehouse. * Trading partners that require EDI.…

Filter Transactions to Delete

QUESTION How can Transactions be filtered in Rightworks Transaction Pro Deleter? RESOLUTION When first retrieving transactions to delete in Deleter, the transactions can be filtered by either a Date or Reference Number range. Once the transactions are in the grid, they can be sorted by any column by clicking…

Export Customer Open Invoices

QUESTION How can a balance for a customer be exported? RESOLUTION When using Rightworks Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTIO…

Customer or Vendor File is Being Updated with Address in Import File

ISSUE When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or C…

QuickBooks Non US Versions - Tax Implications

NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING. ISSUE As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users who have been using these fields to set GST/PST (Canada) or VAT (UK) will no longer have …

Apply Vendor Credits to Bills or Bill Payments - QuickBooks Desktop

QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop.

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