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Working in QuickBooks Desktop While Importing
QUESTION Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? RESOLUTION Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single-user mode when processing imp…
Add or Delete Users from Online Subscription Account
QUESTION How do I add or delete users from my online subscription account for Rightworks Transaction Pro? RESOLUTION The OWNER or ADMIN user of the online subscription are the only ones that can add or remove PARTICIPANT users for the subscription. Below are the steps for adding or deleting a PARTICIPANT …
Working in QuickBooks Online While Importing
QUESTION Can users continue to work in QuickBooks Online while importing with Rightworks Transaction Pro Importer? RESOLUTION Yes, multiple users can be working in QuickBooks Online while processing imports with Importer.
User Types for Rightworks Transaction Pro Online
QUESTION What are the user types/roles for the online version of Rightworks Transaction Pro? RESOLUTION In the online version of Transaction Pro, there are three user types/roles: * Owner: The original user that setup the Transaction Pro subscription. There is only one Owner user per subscrip…
Set Up Multiple Users to Access a Server Installation of Rightworks Transaction Pro
QUESTION How do multiple users access Rightworks Transaction Pro when it is installed on a server? RESOLUTION Version 8 Version 8 is a per user license. Transaction Pro will need to be installed on the same server as the QuickBooks application is installed and launches. A shortcut needs to be created on e…
Manage Users in Transaction Pro Online
QUESTION How are users added or removed in Transaction Pro for QuickBooks Online? RESOLUTION ** Please note that only the user that connected Transaction Pro to the QuickBooks Online company can access Transaction Pro from the MY APPS section within QuickBooks Online. All other users will need to go to impo…
