Below are the ten Advanced Options available in Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT).
Option 1: Reports. Not only you can export transactions and lists that exist in QBDT, but the following reports can also be exported:
- Journal Report
- Payroll Detail Report
- Transaction Detail Report
Option 2: Date or RefNumber Ranges. You can either choose to export transactions or reports based upon a Date or a Reference Number range.
Option 3: Filter by QuickBooks List Items. In addition to defining a Date or a Reference Number range, you can also refine the export by setting filters for the following list items:
- Accounts
- Classes
- Items
- Names: Customer, Employee, Vendor or Other Name
Option 4: Further refine the date range. Transaction Pro Exporter also allows you to further refine the exports by pulling the transactions by Date Modified or just exporting any transactions since the last export.
Option 5: Export all the detail or just the header info. If you do not wish to show all the line item details on a transaction, you can select the checkbox to Suppress Transaction Lines.
Option 6: Filter by Paid/Unpaid Status. For Invoices and Bills, you can retrieve paid or unpaid transactions as of the current date.
Option 7: Define and save unlimited custom maps for each export type. You can easily create maps to accomplish:
- Columns of data to be exported
- Field Labels
- Field Order
Option 8: User defined fields. You can add up to an additional 100 user defined fields using our Command Line Parameters.
Option 9: Additional options available via our extended command line options. Some Command Line Parameters include:
- Show customer message on sales transactions
- Show customer email address on sales transactions
- Expand out the detail of the group items
- Show the QuickBooks Template Name
Option 10: Automate the export. Read more about it HERE.