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Advanced Inventory Imports into QuickBooks Enterprise
QUESTION Can Rightworks Transaction Pro Importer import into the additional fields connected with using Advanced Inventory in QuickBooks Enterprise (QBE)? RESOLUTION If using QBE, a subscription to Advanced Inventory can be added that will add the additional features listed below: * FIFO costing * Multi…
Import Multi-Line Transactions into QuickBooks Online
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Online? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Bills, Journal Entries, et cete…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as…
Rightworks Transaction Pro Desktop Will Not Open
Recent Windows updates may keep your Rightworks Transaction Pro application from launching. Please follow the steps below for either desktop or server to resolve: * Verify that all Windows Updates have been completely installed * Reboot the machine. This is a necessary step, whether for a desktop, laptop, or serve…
Import Bank Statements into QuickBooks Online
QUESTION Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Online with Rightworks Transaction Pro Importer? RESOLUTION Both Deposits and Checks can be imported together in a single import as a Bank Statement import type into QuickBooks Online with Importer. Below are some fo…
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 Product & Service item into a Category, import Category:Name for the Name field. Type Type N …
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…
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…
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…
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…
