QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified during import, the import defaults to the last tem…
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/write permi…
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BR…
The following are instructions for importing the Certify Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE a…
QUESTION Are there any reports that can be exported from QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Exporter? RESOLUTION Transaction Pro Exporter includes reports that can be exported from QBDT. Below is a list of reports and their potential uses. Journal Report This Journal Report lists…
MESSAGE "Error: 9996001 – Get computer key: object reference not set to an instance of an object" RESOLUTION The issue is the result of the computer on which Rightworks Transaction Pro is installed not being serialized. Please make sure the required system files can be accessed so that the application can…
ISSUE Rightworks Transaction Pro Importer display screen is not displaying properly, is hard to read, or has lines running through it. RESOLUTION It could be the result of not having the MS San Serif font installed on the computer. Please review this Microsoft knowledge base article: APPLICATION FONT ISSUES…
ISSUE Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is suddenly showing as not being activated, even though it was previously activated. RESOLUTION For some reason, the Transaction Pro application believes it is being launched on a new machine, which is why the pro…
QUESTION If multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Rightworks Transaction Pro Importer? RESOLUTION Importer has the option to import Bills and Checks as columns. These options are found on …