To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
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…
Import Classes on QuickBooks Desktop Transactions
QUESTION Can Classes be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer on a transaction? RESOLUTION If the option to use Classes has been selected in QBDT Company Preferences under Accounting, then the Class field will be available in Importer to include on imported transact…
Inventory Adjustment - Item Value Not Updating
ISSUE When an Inventory Adjustment is imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, only the Item quantity updates, not the quantity and value. RESOLUTION When importing an Inventory Adjustment, the Item quantity adjustment and the Item value adjustment have to be import…
Create Custom Color Schemes with Rightworks Transaction Pro Importer and Exporter for QuickBooks
In Version 7 of Rigthworks Transaction Pro Importer and Exporter for QuickBooks Desktop (QBDT), the color scheme can be changed. This is a similar feature to what the QB Pro, Premier and Enterprise software allows. When in Importer or Exporter, click the box in the upper right-hand corner that looks like an arrow.…
Target is Not Reimbursable
MESSAGE "Target is not Reimbursable" RESOLUTION This message appears because in Rightworks Transaction Pro Importer, the Bill import or the Check import has either the field Expenses Billable or Items Billable marked as Y. However, a value is not mapped to Expenses Customer or Items Customer. If a transactio…
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…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt using Rightworks Transaction Pro Importer . A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Receipt Import After downloading your order file from JOOR, lo…
Compatibility of Rightworks Transaction Pro Products and Newest Version of QuickBooks
QUESTION Is my current version of Rightworks Transaction Pro compatibility with the newest version of QuickBooks Desktop (QBDT)? RESOLUTION Whenever a new version of Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is released, Transaction Pro no longer performs any updates to p…
Useful QuickBooks and Rightworks Transaction Pro Terminology Definitions
QuickBooks Terminology: * QBDT or QBD – This is a short name for QuickBooks Desktop and includes Pro, Premier, and Enterprise. * QBE – This is a short name for QuickBooks Enterprise. * QuickBooks in the Cloud – This refers to QuickBooks Desktop being hosted on a remote server or QuickBooks Online. * Company…
Automate SQL Server Imports into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can SQL Server imports into QuickBooks Desktop (QBDT) using Transaction Pro Importer be automated? RESOLUTION Yes, SQL Server Imports into QB may be automated using Importer. Below are some tips on how to automate the import process once several successful manual imports are made. The command …
