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Showing articles from Desktop tag

Error 9998001 - CreatePassKeyFile: Access to the Path...\pass.tpi is Denied

MESSAGE "Error: 9998001 - CreatePassKeyFile: Access to the path...\pass.tpi is denied" when launching Rightworks Transaction Pro Importer, Exporter, or Deleter. RESOLUTION This error message occurs because the user does not have read/write access to the path indicated in the message. Users must have write pe…

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…

Indicated Object Failed Validation

MESSAGE "Indicated Object Failed Validation." RESOLUTION When importing a Journal Entry with a debit and credit column, the numbers in both columns must be positive numbers.

Auto Assign Transaction Numbers - QuickBooks Desktop

QUESTION How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? RESOLUTION On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QUI…

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…

Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer

QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file.  For more informa…

How to Import General Ledger Accounts on Transactions

QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…

Cross-Reference Option for Accounts

QUESTION How does the cross-reference option work for Accounts when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Accounts are organized by Name. However, other databases or services that may be imported may use a the Account Description instead…

Concur Employee Expense Reimbursement Import into QBDT

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

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…

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