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Product and Service Import Fields for Rightworks Transaction Pro Online
TYPE: INVENTORY TYPE: NONINVENTORY TYPE: SERVICE TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import a Product & Service item into a Category, import Category: Name for the Name field. Type Type N …
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…
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…
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…
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…
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 …
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…
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 …
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…
Import Journal Entries from Payroll Providers with Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION How can an IIF file from a Payroll Provider be imported into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Most Payroll Providers provide an IIF file for importing Payroll data into QuickBooks. However, QuickBooks Online does not allow IIF files to be imported, as these file…
