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Showing articles from Export tag

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 pro…

Use Rightworks Transaction Pro in a Remote, Virtual, or Terminal Server Environment

QUESTION Can Rightworks Transaction Pro Importer, Exporter, and Deleter be used in a remote, virtual, or terminal server environment? RESOLUTION Yes, all Transaction Pro products may be used in remote, virtual, or terminal service environments as long as QuickBooks Desktop (QBDT) is loaded and launched from …

Add User Defined Fields to Rightworks Transaction Pro Exporter

QUESTION Can additional User Defined Fields (UDFs) be added to an export with Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT)? RESOLUTION Often times when exporting a file to send to another party, additional data columns will be needed for static value such as to add a company identifier o…

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.…

Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Online

QUESTION If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from Q…

Create a New QuickBooks Company File using Transaction Pro Importer

QUESTION Can I use Rightworks Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? RESOLUTION Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please …

Export Files from QuickBooks Online using Rightworks Transaction Pro Exporter

QUESTION What types of files can be exported from QuickBooks Online with Rightworks Transaction Pro Exporter, and how is the export performed? RESOLUTION Exporter allows exporting both transactions and lists from QuickBooks Online with flexible mapping options. Transactions currently supported include: …

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…

Schedule QuickBooks Online Exports Using Rightworks Transaction Pro Exporter

QUESTION Can exports be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online? RESOLUTION When exporting transactions and lists from QuickBooks Online with Exporter, there is the option to configure and schedule the exports. The schedule can be one time or recurring. This option allows the…

Clean Up QuickBooks Company File for New Year using Rightworks Transaction Pro Products

QUESTION How can Rightworks Transaction Pro be used to clean up a QuickBooks company file for the New Year? RESOLUTION Below are some examples on how to utilize Transaction Pro Importer, Transaction Pro Exporter, and Transaction Pro Deleter to start off the new year with a cleaner QuickBooks Desktop (QBDT) c…

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