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Import Multi-Line Transactions into QuickBooks Desktop
QUESTION How does Rightworks Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? RESOLUTION Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipts, Bills, …
Time Tracking - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
Import Inventory Counts into QuickBooks Desktop
QUESTION Can inventory counts be imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer? RESOLUTION Inventory counts be imported into QBDT using TPro Importer by using the import type Inventory Adjustment. Inventory Adjustment allows both quantities and values to be updated …
Activate Your Rightworks Transaction Pro Desktop Product
QUESTION How do I activate my Rightworks Transaction Pro Desktop product? RESOLUTION The first time that you use your Transaction Pro Desktop product, you will need to log-in to activate with the information provided in your confirmation email. Also, occasionally, you may need to re-log in, if your product r…
Automate Rightworks Transaction Pro Exports for QuickBooks Desktop
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 no…
Exceptions in Silent Mode
QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line: /LOG_FILE=drive and directory name. Read more about Import Command Lines
Function Write Invoice Custom Fields Message
MESSAGE Function Write Invoice Custom Fields RESOLUTION * A Custom Field name is being used that is reserved by QuickBooks for another field name. * The Custom Field setup needs to be set as text. * The Custom Field is checked or not checked to be required on transactions or lists.
Mark Import To Be Emailed or To Be Printed
QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field T…
Import Employee Expenses Charged to Company Credit Card
Employee Expenses charged to the company credit card may be imported into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QBDT. However, if you wish to view or use the TPro sample file for impo…
Exporter Command Line Codes
Rightworks Transaction Pro Exporter Command Line Codes Some additional features of Transaction Pro Exporter are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a Command Line…
