QUESTION

Can exports using Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT) be scheduled/automated?

RESOLUTION

For more advanced users that would like to schedule exports from QBDT, a full command line interface exists that can be used to start the process even if the QBDT company file is not open. These commands can also be used in a batch file, and the process scheduled via Windows Scheduler.

NOTE: Transaction Pro does not support the automation feature or assist with writing batch files. If assistance is needed, several helpful articles on writing batch files exist on the internet as well as helpful videos explaining the process on YouTube.

Below is the link to the Knowledge Base article that discusses the use of command line parameters for Exporter.

EXPORTER

Below is an example command line that can be used to automate the export process with Exporter.

For example purposes, the following are being assumed:

1. The correct QBDT company file is already open

2. Exporting Checks

3. Exporting Date Range of 01-01-2020 to 06-30-2020

4. Exporting as an Excel worksheet

5. Exporting to c:\my dir\my file.xlsx

Version 7: Use the following command line (assuming Exporter is installed at the path below):

C:\Program Files (x86)\01 Transaction Pro Exporter 7.0\Transaction Pro Exporter 7.0.exe /AUTORUN /TXN=CHECK /EXPORTFORMAT=EXCEL /FILTER=DATE /RANGEFROM=01-01-2020 /RANGETO=06-30-2020 /FILENAME=c:\my dir\my file.xlsx

Version 8: Use the following command line (assuming Exporter is installed at the path below):

C:\Program Files (x86)\Transaction Pro\Transaction Pro Exporter 8.0.exe /ACTIVATED /AUTORUN /TXN=CHECK /EXPORTFORMAT=EXCEL /FILTER=DATE /RANGEFROM=01-01-2020 /RANGETO=06-30-2020 /FILENAME=c:\my dir\my file.xlsx

Make sure to have a working export before attempting to set /AUTORUN. Also, make sure that there is always a space before each forward slash (/).