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Upgrade to Newest Version of Rightworks Transaction Pro Importer

Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Importer. Step 1: Make a note of any options that have been selected. Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen o…

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…

Rightworks Transaction Pro Application Suddenly Showing as Not Activated

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 prod…

Save the Transaction Log for Transactions That Did Not Import

QUESTION How is the Transaction Log saved to show only the transactions that did not import? RESOLUTION Below are the steps to follow to save only the transactions that did not import: * Select the OPTIONS button on the first screen of Rightworks Transaction Pro Importer. * On the BASIC options tab, sel…

Invoice Import Error: WriteInvoice Subscript Out of Range

ISSUE When importing Invoice into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a Write Invoice error appears stating SUBSCRIPT OUT OF RANGE. The Invoice Import will complete, but the error appears for each Invoice during the import. RESOLUTION The issue is the result of a value be…

Expensify Expense Reports Bill Import into QBDT

The following are instructions for importing  Expensify  Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from  Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…

Three Quick Steps to Eliminate Manual Data Entry to QuickBooks

Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. Step 1: Identify where manual data entry is being done Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time…

Release Notes for Rightworks Transaction Pro Version 6

💡 Version 8 of Transaction Pro  was released in January 2020. VERSION NOTES Version 6 of  Rightworks Transaction Pro works with QuickBooks Desktop 2007 - 2020 versions and QuickBooks Enterprise 2.0 - 20.0 versions. Version 6 includes Importer and Exporter. Version 6.0.09 Released 01/22/2018 * Fixed issue w…

Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop

The following are instructions for importing the  Concur  AP Invoice (Vendor Bills) Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an AP Invoice Report from  Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pro Importer and select the…

Concur Credit Card Import into QuickBooks Desktop

The following are instructions for importing the  Concur  Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  Concur , log into Transaction Pro and select to IMPORT. Once Importer opens, select the file to import into QBDT…

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