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Showing articles from Desktop tag

Error 9996001 – Get Computer Key

MESSAGE "Error: 9996001 – Get computer key: object reference not set to an instance of an object" RESOLUTION The issue is the result of the computer on which Rightworks Transaction Pro is installed not being serialized. Please make sure the required system files can be accessed so that the application can…

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…

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…

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…

When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?

QUESTION What import types should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions of how Sales Receipts, Invoices, and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they p…

Skip Duplicate Transactions with Matching Reference Numbers when Importing

QUESTION When importing, will Rightworks Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? RESOLUTION By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE…

Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop

The following are instructions for importing the  Concur  AP Invoice (Vendor Bills) Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an AP Invoice Report from  Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pro Importer and select the…

Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW

Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…

Create Custom Color Schemes with Rightworks Transaction Pro Importer and Exporter for QuickBooks

In Version 7 of Rigthworks Transaction Pro Importer and Exporter for QuickBooks Desktop (QBDT), the color scheme can be changed. This is a similar feature to what the QB Pro, Premier and Enterprise software allows. When in Importer or Exporter, click the box in the upper right-hand corner that looks like an arrow.…

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…

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