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Showing articles from Desktop tag

CenterCard Credit Card Import into QB Desktop

The following are instructions for importing the  CenterCard  Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BR…

Time Tracking Error: WriteEmployee This key is already associated with an element of this collection

ISSUE When performing a Time Tracking import into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, error appears for WriteEmployee stating THIS KEY IS ALREADY ASSOCIATED WITH AN ELEMENT OF THIS COLLECTION. RESOLUTION A conflict is occurring between Importer and QBDT because of a settin…

JOOR Sales Transaction Sales Order Import into QBDT

Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR  Sales Order Import. After downloading your order file from JOOR, log into …

Allow Online Payment for Imported Invoice

Overview In TPro, certain fields labeled as  "AllowIPNPayments"  relate to the  Intuit Payment Network (IPN) . IPN was previously used for Intuit's Merchant Services. However, this service has been discontinued, and as a result, these fields in TPro are now deprecated and no longer functional. What This Means for T…

Import Classes on QuickBooks Desktop Transactions

QUESTION Can Classes be imported into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer on a transaction? RESOLUTION If the option to use Classes has been selected in QBDT Company Preferences under Accounting, then the Class field will be available in Importer to include on imported transact…

Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data

MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…

Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop

QUESTION Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? RESOLUTION Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These optio…

Expensify Expense Reports Bill Import into QBDT

The following are instructions for importing  Expensify  Expense Reports into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an expense file from  Expensify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE and selec…

Concur Credit Card Import into QuickBooks Desktop

The following are instructions for importing the  Concur  Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from  Concur , log into Transaction Pro and select to IMPORT. Once Importer opens, select the file to import into QBDT…

Inventory Adjustment - Item Value Not Updating

ISSUE When an Inventory Adjustment is imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, only the Item quantity updates, not the quantity and value. RESOLUTION When importing an Inventory Adjustment, the Item quantity adjustment and the Item value adjustment have to be import…

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