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Skip Duplicate Transactions with Matching Reference Numbers when Importing
QUESTION When importing, will Rightworks Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? RESOLUTION By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE…
Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
Release Notes for Rightworks Transaction Pro Version 8
VERSION NOTES Version 8 of Rightworks Transaction Pro, including Importer Only and Importer, Exporter, and Deleter PRO, is compatible with QuickBooks Pro and Premier 2023 (and prior versions), and QuickBooks Enterprise 23 (and prior versions). Version 8.2.3 Released 4/11/2023 * Importer: Fixed bug to reso…
QBSDK Log File - Used for Troubleshooting
For troubleshooting purposes, Rightworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. * First, take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. * For Windows 11, go to c:\ProgramData\Intuit\QuickBooks and edit the …
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…
Link Invoices to Sales Order When Importing
QUESTION How can an open Sales Order be linked to an Invoice during import? RESOLUTION Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be ta…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions of how Sales Receipts, Invoices, and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they p…
Use Deleter to Reduce QuickBooks Company File Size
QUESTION How can Rightworks Transaction Pro Deleter be used to reduce a QuickBooks Desktop (QBDT) company file size? RESOLUTION Deleter can be used to remove unneeded transactions, but it can also be used to reduce ever-growing QB data file sizes. After deleting the transactions, these additional steps ne…
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…
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 is selected in QBDT Company Preferences under Accounting, the Class field will be available in Importer for use on imported transactions. In QB…
