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Showing articles from Import tag

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

QUESTION Can Rightworks Transaction Pro Importer, Exporter, and Deleter be used in a remote, virtual, or terminal service 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…

Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop

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

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…

Concur AP Invoice (Vendor Bills) Import into QuickBooks Online

The following are instructions for importing the  Concur  AP Invoice (Vendor Bills) Report into QuickBooks Online using Rightworks Transaction Pro Importer. After downloading an AP Invoice (Vendor Bills) Report from  Concur , log into Transaction Pro and select to IMPORT. CHOOSE IMPORT TYPE:  Select BILLS a…

Import Checks To Be Printed in QuickBooks Desktop

QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of checks? RESOLUTION When importing with Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT), a mix of Checks to be printed and not to be printed cannot be imported. Two separate imports must occur, o…

QBSDK Log File - Used for Troubleshooting

For troubleshooting purposes, Rigthworks 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 7, 8, and 10,  go to c:\ProgramData\Intuit\QuickBooks and edi…

Import Expenses into QuickBooks Desktop

QUESTION What is the best import type to use to import expenses into QuickBooks Desktop (QBDT)? RESOLUTION Often times, users will have an Excel listing of expenses to import into QBDT but are unsure as to which import type to select. Below are the different import types to consider selecting and how they…

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 …

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…

Can Memorized Transactions Be Imported into QuickBooks Desktop?

QUESTION Can memorized transactions be imported into Quickbooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QBDT using Importer. A workaround is to use Importer to create these recurring transactions instead of us…

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