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Locate Computer Name
QUESTION How is a computer name located? RESOLUTION Occasionally when researching activation or other issues, Rightworks Transaction Pro Support may ask for the computer name. Please reference this MICROSOFT ARTICLE for instructions on how to locate the computer name. The article explains the process for e…
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Rightworks Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export …
Print Components of Group Item on Imported Transaction
QUESTION Can the components of a Group Item be printed on a transaction that has been imported with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT)? RESOLUTION When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components pr…
Transaction Line Detail is not Exporting
QUESTION When exporting transactions, why are the transaction lines (ie. Expense Accounts and/or Items) not also exporting? RESOLUTION If the detail lines of the transaction are not seen in the exported file, make sure that the box is not checked next to SUPPRESS TRANSACTION LINES. When this box is checked, …
Inventory Advanced Pricing Rules
QUESTION Can Rightworks Transaction Pro Importer import Advanced Pricing Rules into QuickBooks Enterprise (QBE)? RESOLUTION At this time, Importer cannot import Advanced Pricing Rules into QBE.
Import Microsoft Access Data Files into QuickBooks using Rightworks Transaction Pro Importer
QUESTION Can Microsoft Access files be imported into QuickBooks Desktop using Rightworks Transaction Pro Importer? RESOLUTION Yes, Transaction Pro Importer can import a Microsoft Access database that has the extension .mdb
Rightworks Transaction Pro Importer Not Logged In After Launching
ISSUE After launching Rightworks Transaction Pro Importer, the system does not log in. RESOLUTION If Importer is not logging in, this could be because the Internet Security settings for the computer are set too high. Security settings need to be set to medium or lower.
Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options…
Import Credit Memos with To Be Printed Selected
QUESTION When importing Credit Memos, how is the option to Print Later selected? RESOLUTION When importing Credit Memos into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as…
Import Accounts Instead of Items on Sales Transactions
QUESTION How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer? RESOLUTION In QBDT, Intuit does not allow a GL Account to be used on sales transact…
