How do I upgrade to the latest version of Transaction Pro?

Upgrading to version 8.4 is a breeze:

1. Install the setup file.
2. Enter your activation information for your current version 8 that was emailed at time of purchase. If you cannot locate this, please reach out to our support team at [email protected].
3. Select your version 8 and choose what options you would like to transfer from your current version.
4. Click "Upgrade" to complete the process.

With new feature updates, installations will happen directly within the app - no need to uninstall the previous version, making the update process seamless.

What is the cost of the latest version of Transaction Pro?

Fantastic News! You can upgrade to the latest version at no extra cost.  

If I don’t upgrade, will I be able to access the previous version of Transaction Pro?

Yes, you can continue to use the previous version of Transaction Pro. However, please note that you will not have access to any of the new features or bug fixes included in this upgraded version. 

I have Importer only for version 8, can I upgrade to the bundled offering of Importer, Exporter, Deleter instead?

Absolutely! Upgrade to the bundled offering of Importer, Exporter, and Deleter for just $100/user.

To upgrade to the bundled offering of Importer, Exporter, Deleter, please follow these steps:

1. Once you have finished upgrading your V8 license, click "Upgrade Now"

2. Proceed to checkout.

   • Enter your information and billing address.

   • Enter your payment details.

   • Review your information and agree to Terms.

3. Click "Pay & Subscribe" to purchase.

I’m a Rightworks hosted cloud customer, will this impact my Transaction Pro account?

For our valued Rightworks cloud customers, the release rollout will be seamlessly managed through our standard software update procedure. It is currently scheduled to be installed on or before 7/22. Once the update is live, you’ll notice the version number will appear in the bottom left of the initial landing screen

Keep an eye out for these exciting updates and enjoy the improved capabilities as soon as they become available!

How do I configure the "Build Assemblies" import type?
Great news! Configuring the "Build Assemblies" import type is as straightforward as importing any other transaction. For tips and tricks to make your process smooth, check out our detailed article: Build Assembly Import – Tips and Tricks. 

How do the enhancements to the unit of measure export affect my existing invoices?

Your existing invoices remain completely unchanged. In the past, when exporting an invoice, Transaction Pro would only export the value of the base unit of measure, not the specific unit used on the invoice. Now with version 8.4, the export will now precisely mirror the units as shown on your QuickBooks invoice.