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Could Not Find Matching Invoice to Apply Payment
ISSUE When importing Receive Payments, Rightworks Transaction Pro Importer failed to find a matching Invoice in QuickBooks Desktop (QBDT) file even though the record does exist. Error message "Could Not Find Matching Invoice to Apply Payment" displays on the Transaction Log. RESOLUTION First, make sure th…
Unable to Activate Rightworks Transaction Pro Product
ISSUE Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop or Server Editions. RESOLUTION Please check the following items: * You have an Internet connection. * Your login and password are correct (the password should contain no spaces). * You have read/w…
Import Bills and Checks with Amounts in Multiple Columns on Same Row
QUESTION If the multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Rightworks Transaction Pro Importer? RESOLUTION Importer has the option to import Bills and Checks as columns. These options are found…
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…
Installation Files for Rightworks Transaction Pro Deleter
Please find and select the appropriate version below to download and install Rightworks Transaction Pro Deleter. These installation files are intended for use with already purchased products that have activation information. If you need your activation information, please contact our support team by calling 888-297-…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
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…
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…
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…
Three Quick Steps to Eliminate Manual Data Entry to QuickBooks
Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. Step 1: Identify where manual data entry is being done Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time…
