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Showing articles from Desktop tag

Transaction Pro Application Suddenly Showing as Not Activated

ISSUE Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is suddenly showing as not being activated, even though it was previously activated. RESOLUTION For some reason, the Transaction Pro application believes it is being launched on a new machine, which is why the pro…

Saved Map Does Not Match One or More Fields

MESSAGE "Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file." RESOLUTION If this message is received when using Rightworks Transaction …

QuickBooks Non US Versions - Tax Implications

NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING. ISSUE As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users who have been using these fields to set GST/PST (Canada) or VAT (UK) will no longer have …

Specify QuickBooks Template for Transaction

QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified during import, the import defaults to the last tem…

QuickBooks Report to Show What Was Imported

QUESTION Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QBDT for reviewing or auditing what has been imported with Importer is the Audit Trail report. It is available in QBDT under REPORTS > ACCOUNTAN…

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 Bank Transfers to QuickBooks

QUESTION How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION Bank Transfers are found in QBDT under the BANKING menu. Below is a screenshot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds transac…

Indicated Object Failed Validation

MESSAGE "Indicated Object Failed Validation." RESOLUTION When importing a Journal Entry with a debit and credit column, the numbers in both columns must be positive numbers.

Import Checks To Be Printed in QuickBooks Desktop

QUESTION Is there a way to set only certain Checks as "To Be Printed" when importing a batch of checks? RESOLUTION When importing with Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT), a mix of Checks to be printed and not to be printed cannot be imported. Two separate imports must occur, o…

Automate SQL Server Imports into QuickBooks using Rightworks Transaction Pro Importer

QUESTION Can SQL Server imports into QuickBooks Desktop (QBDT) using Transaction Pro Importer be automated? RESOLUTION Yes, SQL Server Imports into QB may be automated using Importer. Below are some tips on how to automate the import process once several successful manual imports are made. The command …

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