To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
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…
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.
Concur Employee Expense Reimbursement Import into QBDT
The following are instructions for importing the Concur Employee Expense Reimbursement Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an Employee Expense Reimbursement Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pr…
Apply Vendor Credits to Bills or Bill Payments - QuickBooks Desktop
QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop.
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 …
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…
Useful QuickBooks and Rightworks Transaction Pro Terminology Definitions
QuickBooks Terminology: * QBDT or QBD – This is a short name for QuickBooks Desktop and includes Pro, Premier, and Enterprise. * QBE – This is a short name for QuickBooks Enterprise. * QuickBooks in the Cloud – This refers to QuickBooks Desktop being hosted on a remote server or QuickBooks Online. * Company…
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…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt 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 Receipt Import After downloading your order file from JOOR, lo…
